Matthew
Tuten
Kestra Private Wealth Services, LLC
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About this Advisor
Matthew Tuten is a financial advisor based in Blackshear, Georgia, working with Kestra Private Wealth Services, LLC. Matthew has previously held positions at Byrt Financial Advisors, LLC, Northwestern Mutual, Crosslink Life Sciences, Satilla Animal Hospital, Valdosta State University, Avantax Investment Services Inc, Avantax Advisory Services, Avantax Insurance Services, Kestra Investment Services, LLC, and Kestra Private Wealth Services, LLC. Matthew has passed the Series 66 regulatory exam and is registered to provide services in Georgia. Currently, Matthew is part of Kestra Private Wealth Services, LLC, which operates out of Blackshear, Georgia. The firm has 42 offices and 158 employees. The firm manages assets totaling $7.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Kestra Private Wealth Services, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Kestra Private Wealth Services, LLC Brokerage Details
$7,299,740,131
158
21,652
$337,139
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
Matthew Tuten Work History
Kestra Investment Services, LLC
Kestra Private Wealth Services, LLC
Byrt Financial Advisors, LLC
Avantax Investment Services Inc
Avantax Advisory Services
Avantax Insurance Services
Northwestern Mutual
Crosslink Life Sciences
Satilla Animal Hospital
Valdosta State University
Disclosures
Please visit the SEC profile of Matthew Tuten 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 Private Wealth Services, LLC
Austin, TX
Greenville, SC
Ogden, UT
Austin, TX
Blackshear, GA
Huntersville, NC
Austin, TX
Boca Raton, FL
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