Steffan
Hagendorf

Kestra Advisory Services, LLC

CRD#4061499
Investment Advisor
in Port Jefferson Station, NY

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About this Advisor

Steffan Hagendorf is a financial advisor who works out of Port Jefferson Station, New York who has 1 year of industry experience. Hagendorf currently works for Kestra Advisory Services, LLC. Their career trajectory has included roles at Wells Fargo Advisors Financial Network LLC, Kestra Investment Services, LLC and Kestra Advisory Services, LLC. Hagendorf maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to work in New York. Kestra Advisory Services, LLC is a financial advisory firm that has its headquarters in Austin, TX. The investment advisory business has offices in 544 locations and a total of 1,311 advisors. It manages $42 billion in assets across its 140,407 customer accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm provides services to 132 charities and foundations. Of its 140,407 accounts, 17% are held by high-net-worth clients who have at least $1 million in investable assets. The advisory firm offers a wide 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 for financial advisory services depend on which service is offered. Fee types charged by Kestra Advisory Services, LLC can include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

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

5225-43 Nesconset Highway Building 8
Port Jefferson Station, NY 11776

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Kestra Advisory Services, LLC Brokerage Details

Total Assets Under Management

$41,795,124,579

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

1,311

NY Average: 49
Total Number of Accounts

140,407

NY Average: 2,315
Average Account Size

$297,671

NY 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

Steffan Hagendorf Work History

Steffan has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Kestra Investment Services, LLC

2022 - Present (2 years)

Kestra Advisory Services, LLC

2010 - 2022 (12 years)

Wells Fargo Advisors Financial Network LLC

*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 Steffan Hagendorf 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

Nicole Simon
Austin, TX
Jennifer Nelson
Austin, TX
Adam Murray
Lutherville Timonium, MD
Clinton Miller
Canton, OH
Charles Campbell
Charlotte, NC
Jessica Thompson
Lincoln, NE
Holly Lovell
Cushing, TX
Jacob Rinvelt
Grand Rapids, MI

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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