Chris
Vanderwaal

Kestra Advisory Services, LLC

CRD#3101656
Investment Advisor
in Battle Creek, MI

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About this Advisor

Chris Vanderwaal is a financial advisor based out of Battle Creek, Michigan with a total of 7 years of industry experience. Vanderwaal is currently employed by Kestra Advisory Services, LLC. Vanderwaal has gained experience at Massachusetts Mutual Life Insurance Co, Nfp Securities, Inc, Kestra Advisory Services, LLC and Kestra Investment Services, LLC. Vanderwaal maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to work in Michigan. Kestra Advisory Services, LLC is a company based out of Austin, TX. The firm has offices in 544 locations and a total of 1,311 people on staff. It has $42 billion in assets under management among its 140,407 client accounts, placing it among the largest firms in the country by assets under management. The firm serves 132 charitable organizations. Of its 140,407 accounts, 17% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. The firm performs a broad set 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. Fees charged by financial advisors largely vary depending on the type of financial services offered. However, fees billed by Kestra Advisory Services, LLC most likely include some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

7 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

Two West Michigan Ave Ste. 100
Battle Creek, MI 49017

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Kestra Advisory Services, LLC Brokerage Details

Total Assets Under Management

$41,795,124,579

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

1,311

MI Average: 49
Total Number of Accounts

140,407

MI Average: 2,315
Average Account Size

$297,671

MI Average: $1,314,358

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

Chris Vanderwaal Work History

Chris has been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

Kestra Advisory Services, LLC

2004 - Present (20 years)

Kestra Investment Services, LLC

1998 - Present (26 years)

Massachusetts Mutual Life Insurance Co

2004 - 2016 (12 years)

Nfp Securities, Inc

*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 Chris Vanderwaal 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

Paisley Jones
Austin, TX
Sarah Schnitzer
Austin, TX
Jennifer Nelson
Austin, TX
Eric Crawford
Austin, TX
Michael Csedrik
Paramus, NJ
Daniel Schwamb
Austin, TX
Charles Campbell
Charlotte, NC
Holly Lovell
Cushing, TX

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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