Kestra Advisory Services, LLC
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About this Advisor
Charles Wetzel is a certified financial planner in Austin, Texas. Currently an investment advisor with Kestra Advisory Services, LLC, Wetzel has 10 years of professional experience as a registered investment advisor. Wetzel maintains a Series 63 license, qualifying them as a securities broker. Wetzel can advise customers based out of Maryland. During their career, the advisor has held roles at Cadaret, Grant & Co., Inc, Rockwood Financial Group, Wetzel & Associates, LLC, Midatlantic Retirement Planning Specialists and Kestra Financial, Inc. Kestra Advisory Services, LLC is headquartered in Austin, Texas, and has 513 additional brick-and-mortar locations across the United States. In aggregate, Kestra Advisory Services, LLC oversees $20 billion in assets across 75,277 accounts and employs more than 1,231 people. The firm's total assets under management makes it one of the biggest financial advisory firms in the country. The firm manages 53,194 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 12% of the firm's clients are high-net-worth individuals, meaning they have over $1 million in investable assets. Kestra Advisory Services, LLC offers financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. The firm's fees may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Kestra Advisory Services, LLC Brokerage Details
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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
Charles Wetzel Work History
Charles has 10 years of experience.
Kestra Financial, Inc
Midatlantic Retirement Planning Specialists
Wetzel & Associates, LLC
Cadaret, Grant & Co., Inc
Rockwood Financial Group
Charles Wetzel has disclosures.
Please visit their SEC profile for more details.