Steven
Heifetz

Kestra Advisory Services, LLC

CRD#2025743
Investment Advisor
in Denver, CO

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About this Advisor

Steven Heifetz is a certified financial planner based in Denver, Colorado with 7 years of industry experience. Heifetz is an employee of Kestra Advisory Services, LLC. Heifetz has gained experience at Texas Instruments, Partners Securities, Inc and Kestra Financial Services, Inc. Heifetz maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can advise clients in Colorado. Kestra Advisory Services, LLC is a registered investment company that has its headquarters in Austin, TX. The investment advisory business has offices in 544 locations and a total of 1,311 people on staff. It controls $42 billion in total assets across its 140,407 client accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm serves 132 charities and foundations. Of its 140,407 accounts, 17% belong to high-net-worth individuals who have at least $1 million in investable assets. Kestra Advisory Services, LLC has a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fees typically depend on the services provided. However, fees billed by Kestra Advisory Services, LLC most likely consist of some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

7 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1490 S. Pearl
Denver, CO 80210

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Kestra Advisory Services, LLC Brokerage Details

Total Assets Under Management

$41,795,124,579

CO Average: $3,042,739,679
Total Number of Employees

1,311

CO Average: 49
Total Number of Accounts

140,407

CO Average: 2,315
Average Account Size

$297,671

CO Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Steven Heifetz Work History

Steven has been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

Kestra Financial Services, Inc

1984 - Present (40 years)

Texas Instruments

1999 - 2016 (17 years)

Partners Securities, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Steven Heifetz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Kestra Advisory Services, LLC

Eloisa Vela
Austin, TX
Jacob Kogler
Saint Paul, MN
Stanton Wheeler
Saint Augustine, FL
Charles Campbell
Charlotte, NC
Holly Lovell
Cushing, TX
Michael Csedrik
Paramus, NJ
Brandon Kee
Austin, TX
Jacob Rinvelt
Grand Rapids, MI

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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