Susanne
Reseland

Kestra Advisory Services, LLC

CRD#4885386
Investment Advisor
in Brentwood, TN

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About this Advisor

Susanne Reseland is a financial advisor based in Brentwood, Tennessee, working with Kestra Advisory Services, LLC. Susanne has previously held positions at Nbc Securities, Inc, Kestra Investment Services, LLC, and Kestra Advisory Services, LLC. Susanne has passed the Series 66 regulatory exam and is registered to provide services in Tennessee and Texas. Currently, Susanne is part of Kestra Advisory Services, LLC, which operates out of Brentwood, Tennessee. The firm has 544 offices and 1,266 employees. The firm manages assets totaling $48.3 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 Advisory Services, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

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

112 Westwood Pl. Ste 365
Brentwood, TN 37027

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Kestra Advisory Services, LLC Brokerage Details

Total Assets Under Management

$48,324,319,629

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

1,266

TN Average: 49
Total Number of Accounts

140,425

TN Average: 2,315
Average Account Size

$344,129

TN 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

Susanne Reseland Work History

2022 - Present (2 years)

Kestra Investment Services, LLC

2022 - Present (2 years)

Kestra Advisory Services, LLC

2004 - 2022 (18 years)

Nbc Securities, Inc

Disclosures

Please visit the SEC profile of Susanne Reseland 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

Jason Colin Patrick
Newport Beach, CA
Brian Campos
Austin, TX
Jeffrey Lown
Austin, TX
Noah Gonzalez
Austin, TX
Nicholas Castricone
Willowbrook, IL
Jaclyn Martin
Pittsburgh, PA
Phoenix Suskin
South Burlington, VT
Laura Sendldorfer
Austin, TX

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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