Alfred
Mataloni

Kestra Advisory Services, LLC

CRD#2211991
Investment Advisor
in West Des Moines, IA
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About this Advisor

Alfred Mataloni is an investment advisor whose office is in West Des Moines, Iowa. Currently an advisor at Kestra Advisory Services, LLC, Mataloni has 11 years of professional experience in the financial advisory industry. Mataloni holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative. Mataloni can work with clients in Iowa. Over the course of their career, they have held roles at Nfp Securities, Inc and Kestra Financial Services, Inc. Kestra Advisory Services, LLC is headquartered in West Des Moines, Iowa, and has 513 brick-and-mortar locations in the country. As a company, Kestra Advisory Services, LLC oversees $20 billion in assets across 75,277 accounts and retains more than 1,231 people. The firm's total assets under management makes it one of the largest financial advisory firms in the country. The firm manages 53,194 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 12% of the firm's clients are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Kestra Advisory Services, LLC can provide financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. The firm's fees may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

11 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

Disclosures

No

Office Location

4200 Corporate Dr Suite 160
West Des Moines, IA 50266

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Kestra Advisory Services, LLC Brokerage Details

Total Assets Under Management

$21,745,932,849

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

1,291

IA Average: 49
Total Number of Accounts

81,360

IA Average: 2,315
Average Account Size

$267,280

IA Average: $1,314,358

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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

Alfred Mataloni Work History

Alfred has 11 years of experience.

2016 - Present (3 years)

Kestra Financial Services, Inc

2007 - 2016 (9 years)

Nfp Securities, Inc

Disclosures

Alfred Mataloni has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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