Steven
Dengler
Kestra Advisory Services, LLC
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About this Advisor
Steven Dengler is a certified financial planner working in Towson, Maryland who has 5 years of industry experience. Dengler currently works for Kestra Advisory Services, LLC. The advisor has gained experience at Bowleys Marina, Caribbean Pool Bar, Mariner Finance LLC, Kestra Investment Services, LLC, Community College Of Baltimore County- Essex, Salisbury University and Kestra Advisory Services, LLC. Dengler holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to operate in Maryland. Kestra Advisory Services, LLC is a financial advisory firm headquartered in Austin, TX. It has offices in 544 locations and a total of 1,311 people on staff. It administers $42 billion in assets among its 140,407 customer accounts, making it one of the largest firms in the United States by assets under management. The firm advises 132 charitable organizations. Of its 140,407 customer accounts, 17% are held by high-net-worth clients who have more than $1 million in investable assets. Kestra Advisory Services, LLC offers a wide array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fee schedules are based on the services offered. However, fee types billed by Kestra Advisory Services, LLC most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Kestra Advisory Services, LLC Brokerage Details
$41,795,124,579
1,311
140,407
$297,671
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 Dengler Work History
Steven has been registered as a financial advisor for 5 years.*
Kestra Advisory Services, LLC
Kestra Investment Services, LLC
Mariner Finance LLC
Caribbean Pool Bar
Salisbury University
Bowleys Marina
Community College Of Baltimore County- Essex
*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 Dengler 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
Canton, OH
Lincoln, NE
Saint Paul, MN
Lutherville Timonium, MD
Austin, TX
Austin, TX
Cushing, TX
Pittsburgh, PA
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.
