Kestra Advisory Services, LLC
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About this Advisor
Dane Winter is a certified financial planner in Austin, Texas. Currently a registered financial advisor at Kestra Advisory Services, LLC, they have gathered 13 years of professional experience as an investment advisor. Winter can serve clients in Colorado. Over the course of their career, Winter has held roles at First Western Trust, Eks&H Lllp, University Of Denver and Nfp Advisor Services. Kestra Advisory Services, LLC is based out of Austin, Texas, and has 513 additional brick-and-mortar locations across the nation. Overall, 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 largest financial advisory firms in the nation. The firm manages 53,194 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 12% of the investment firm's investors are high-net-worth individuals, meaning they have over $1 million in assets. Kestra Advisory Services, LLC can offer 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
Dane Winter Work History
Dane has 13 years of experience.
Nfp Advisor Services
First Western Trust
University Of Denver
Dane Winter has no disclosures.
Please visit their SEC profile for more details.