Lena
Nebel
Kestra Advisory Services, LLC
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About this Advisor
Lena Nebel is a certified financial planner operating in Lutherville Timonium, Maryland who has 5 years of industry experience. Nebel is an advisor for Kestra Advisory Services, LLC. Their career trajectory has included roles at Lpl Financial LLC, Keeney Financial Group, Inc, Kestra Advisory Services LLC, Kestra Investment Services, LLC and Triad Advisors, Inc. Nebel holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Maryland. Kestra Advisory Services, LLC is a registered investment firm that has its headquarters in Austin, TX. The investment advisory business has offices in 544 locations and a total of 1,311 employees. It handles $42 billion in assets under management among its 140,407 customer accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm advises 132 charitable organizations. Of its 140,407 customer accounts, 17% are held by high-net-worth individuals who have greater than $1 million in investable assets. Kestra Advisory Services, LLC provides a diverse array 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 fees largely depend on which services the firm provides the client. However, fee types billed by Kestra Advisory Services, LLC can include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Kestra Advisory Services, LLC Brokerage Details
$41,795,124,579
1,311
140,407
$297,671
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
Lena Nebel Work History
Lena has been registered as a financial advisor for 5 years.*
Kestra Advisory Services LLC
Kestra Investment Services, LLC
Keeney Financial Group, Inc
Triad Advisors, Inc
Lpl Financial LLC
*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 Lena Nebel 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 Advisory Services, LLC
Phoenix, AZ
Richland, WA
Lutherville Timonium, MD
Paramus, NJ
Grand Rapids, MI
Austin, TX
Charlotte, NC
Saint Paul, MN
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.
