David
Brandt

Kestra Private Wealth Services, LLC

CRD#3098156
Investment Advisor
in Austin, TX

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About this Advisor

David Brandt is a financial advisor based in Austin, Texas, working with Kestra Private Wealth Services, LLC. David has previously held positions at Ameriprise Financial Services, Inc, Kestra Private Wealth Services, and Kestra Investment Services. David has passed the Series 66 regulatory exam and is registered to provide services in California and Texas. Currently, David is part of Kestra Private Wealth Services, LLC, which operates out of Austin, Texas. 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

Series 66, CERTIFIED FINANCIAL PLANNER™

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

5707 Southwest Parkway Bldg. 2 Ste 400
Austin, TX 78735

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Kestra Private Wealth Services, LLC Brokerage Details

Total Assets Under Management

$7,299,740,131

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

158

TX Average: 49
Total Number of Accounts

21,652

TX Average: 2,315
Average Account Size

$337,139

TX 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

David Brandt Work History

2020 - Present (4 years)

Kestra Private Wealth Services

2020 - Present (4 years)

Kestra Investment Services

2009 - 2020 (11 years)

Ameriprise Financial Services, Inc

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Disclosures

Please visit the SEC profile of David Brandt 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 Private Wealth Services, LLC

Robert Searle
Burlington, MA
Benjamin Mcdonald
Huntersville, NC
May Reid
Greenville, SC
Jose Vidueira
Austin, TX
David Mizrahi
Austin, TX
Andrew Wilkins
Boca Raton, FL
Morris Symson
Austin, TX
Jack Kerstiens
Castle Pines, CO

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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