Kestra Advisory Services, LLC
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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
Years of Experience
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Kestra Advisory Services, LLC Brokerage Details
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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.
Kestra Financial Services, Inc
Nfp Securities, Inc
Alfred Mataloni has no disclosures.
Please visit their SEC profile for more details.
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