Kestra Advisory Services, LLC

Investment Advisor
in Willoughby, OH

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About this Advisor

Michael Friedlander is a certified financial planner operating in Willoughby, Ohio who has 4 years of industry experience. Friedlander is on the advisory team at Kestra Advisory Services, LLC. The advisor has gained experience at The Prudential Insurance Company Of America, Pruco Securities LLC, Kestra Investment Services, LLC, Kestra Advisory Services, LLC, Trustmont Advisory Group, Inc and Trustmont Financial Group, Inc. Friedlander holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to operate in Ohio. Kestra Advisory Services, LLC is a business that has its headquarters in Austin, TX. The firm has offices in 544 locations and a total of 1,311 people on staff. It controls $42 billion in total assets among its 140,407 client accounts, making it one of the largest firms in the country by assets under management. The firm serves 132 charities and foundations. Of its 140,407 customer accounts, 17% belong to high-net-worth individuals who have at least $1 million in assets. Kestra Advisory Services, LLC has a number 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 management fees usually are based on which services are provided. However, fee types billed by Kestra Advisory Services, LLC likely include asset-based, hourly and fixed fees.

Certifications and Registrations


Years Registered*

4 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

34500 Chardon Rd. Ste #3
Willoughby, OH 44094

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Kestra Advisory Services, LLC Brokerage Details

Total Assets Under Management


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


OH Average: 49
Total Number of Accounts


OH Average: 2,315
Average Account Size


OH 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

Michael Friedlander Work History

Michael has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Kestra Investment Services, LLC

2019 - Present (5 years)

Kestra Advisory Services, LLC

2018 - 2019 (1 year)

Trustmont Advisory Group, Inc

2018 - 2019 (1 year)

Trustmont Financial Group, Inc

2013 - 2018 (5 years)

The Prudential Insurance Company Of America

2013 - 2018 (5 years)

Pruco Securities 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.


Please visit the SEC profile of Michael Friedlander 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

Clinton Miller
Canton, OH
Jessica Thompson
Lincoln, NE
Eloisa Vela
Austin, TX
Adam Murray
Lutherville Timonium, MD
Marissa Griebel
Austin, TX
Nicole Simon
Austin, TX
Holly Lovell
Cushing, TX
Stanton Wheeler
Saint Augustine, FL

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.

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