Kestra Advisory Services, LLC
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About this Advisor
Jarrod Winkcompleck is a certified financial planner and chartered financial consultant located in Austin, Texas. Currently a registered financial advisor with Kestra Advisory Services, LLC, Winkcompleck has 10 years of work experience. Winkcompleck has Series 63 and Series 66 licenses, qualifying them as a securities agent. Winkcompleck is registered to work with investors based out of Texas. The advisor has gained experience at Van Den Berg Management I, Inc, Dba Century Management, Kestra Financial, Inc, Durbin Bennett Private Wealth Management and Higginbotham. Kestra Advisory Services, LLC is based out of Austin, Texas, and has 513 additional offices throughout the nation. Overall, Kestra Advisory Services, LLC manages $20 billion in assets across 75,277 client accounts and retains more than 1,231 people. The firm's total assets under management makes it one of the biggest investment advisory firms in the country. The firm manages 53,194 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 12% of the firm's clients are high-net-worth individuals, meaning they have more than $1 million in assets. Kestra Advisory Services, LLC provides financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. The firm may charge clients 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
Jarrod Winkcompleck Work History
Jarrod has 10 years of experience.
Kestra Financial, Inc
Durbin Bennett Private Wealth Management
Van Den Berg Management I, Inc, Dba Century Management
Jarrod Winkcompleck has no disclosures.
Please visit their SEC profile for more details.