Steven
Hafner
Kestra Private Wealth Services, LLC
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About this Advisor
Steven Hafner is a financial advisor based in Sandusky, Ohio, working with Kestra Private Wealth Services, LLC. Steven has previously held positions at Lpl Financial LLC, Ubs Financial Services Inc, Kestra Investment Services, and Kestra Private Wealth Services. Steven has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Ohio. Currently, Steven is part of Kestra Private Wealth Services, LLC, which operates out of Sandusky, Ohio. The firm has 42 offices and 158 employees. The firm manages assets totaling $7.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Kestra Private Wealth Services, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Kestra Private Wealth Services, LLC Brokerage Details
$7,299,740,131
158
21,652
$337,139
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 Hafner Work History
Kestra Investment Services
Kestra Private Wealth Services
Ubs Financial Services Inc
Lpl Financial LLC
Disclosures
Please visit the SEC profile of Steven Hafner to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 6/19/2024. 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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