Dane
Winter

Kestra Advisory Services, LLC

CRD#6390170
Investment Advisor
in Austin, TX
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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

Certified Financial Planner

Years of Experience

13 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

5707 Southwest Parkway Building 2, Suite 400
Austin, TX 78735

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Kestra Advisory Services, LLC Brokerage Details

Total Assets Under Management

$20,417,813,140

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

1,231

TX Average: 49
Total Number of Accounts

75,277

TX Average: 2,315
Average Account Size

$271,236

TX Average: $1,314,358

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Dane Winter Work History

Dane has 13 years of experience.

2014 - Present (5 years)

Nfp Advisor Services

2013 - Present (6 years)

First Western Trust

2009 - 2013 (4 years)

Eks&H Lllp

2005 - 2009 (4 years)

University Of Denver

Disclosures

Dane Winter has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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