Kestra Advisory Services, LLC

Investment Advisor
in West Des Moines, IA

Answer a few questions and
get matched with an advisor.

Find an Advisor

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



Office Location

4200 Corporate Dr Suite 160
West Des Moines, IA 50266

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Kestra Advisory Services, LLC Brokerage Details

Total Assets Under Management


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


IA Average: 49
Total Number of Accounts


IA Average: 2,315
Average Account Size


IA Average: $1,314,358

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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 (4 years)

Kestra Financial Services, Inc

2007 - 2016 (9 years)

Nfp Securities, Inc


Alfred Mataloni has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Kestra Advisory Services, LLC

Paul Maizes
Pompano Beach, FL
Kevin Regan
Avon, CT
Yanni Niebuhr
Lutherville Timonium, MD
Judith Brown
Lutherville Timonium, MD
Erin Savage-Weaver
Austin, TX
Daniel Malone
Richardson, TX
Steven Gehl
Kalamazoo, MI
Fernando Daveiga
Florham Park, NJ

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started