Keith
Stabasefski
Kestra Private Wealth Services, LLC
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About this Advisor
Keith Stabasefski is a certified financial planner who works in Austin, Texas. Stabasefski is an employee of Kestra Private Wealth Services, LLC. During their career, the advisor has held roles at Cavok Wealth Consulting, Lpl Financial LLC, Lpl Financial, LLC, Secrest Blakey & Associates, LLC, Untied Income, Inc, Capital One Investing, Inc, Bgw Cpa, Pllc, Bgw Wealth Advisors, LLC and Kestra Private Wealth Services. Stabasefski has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to work in North Carolina. Kestra Private Wealth Services, LLC is a registered investment firm headquartered in Austin, TX. The investment advisory business has offices in 42 locations and a total of 119 financial advisors. It manages $5 billion in assets across its 14,374 accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm serves 15 charities and foundations. Of its 14,374 customer accounts, 23% are associated with high-net-worth individuals who have at least $1 million in assets. The company performs a diverse set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fee schedules depend on the services provided. However, fee types charged by Kestra Private Wealth Services, LLC can consist of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Kestra Private Wealth Services, LLC Brokerage Details
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$4,480,017,320
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
119
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
14,374
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$311,675
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
Keith Stabasefski Work History
Keith has been registered as a financial advisor for 0 years.*
Kestra Private Wealth Services
Bgw Wealth Advisors, LLC
Bgw Cpa, Pllc
Untied Income, Inc
Capital One Investing, Inc
Secrest Blakey & Associates, LLC
Lpl Financial, LLC
Secrest Blakey & Associates, LLC
Lpl Financial LLC
Cavok Wealth Consulting
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Keith Stabasefski 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
Brea, CA
Austin, TX
Huntersville, NC
Brea, CA
Carlsbad, CA
Austin, TX
Boca Raton, FL
San Diego, CA
The content in this profile was updated by SmartAsset on 4/16/2023. 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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