Nicolaas
Doelman

Kestra Advisory Services, LLC

CRD#4043170
Investment Advisor
in Sioux Center, IA

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About this Advisor

Nicolaas Doelman is a financial advisor who works in Sioux Center, Iowa with a total of 4 years of industry experience. Doelman works at Kestra Advisory Services, LLC. Over the course of their career, they have held roles at Lpl Financial LLC, Kestra Investment Services, LLC and Kestra Advisory Services, LLC. Doelman maintains Series 63, Series 65 and Series 66 licenses, certifying them as both a securities agent and an investment advisor representative, and can serve investors in Iowa. Kestra Advisory Services, LLC is a registered investment company that has its headquarters in Austin, TX. The company has offices in 544 locations and a total of 1,311 employees. It has $42 billion in total assets among its 140,407 client accounts, placing it among the largest firms in the country by assets under management. The firm provides services to 132 charities and foundations. Of its 140,407 accounts, 17% belong to high-net-worth clients who have at least $1 million in assets available to invest. Kestra Advisory Services, LLC offers a wide 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. A financial advisor's fees usually depend on the type of financial services provided. However, fees charged by Kestra Advisory Services, LLC can include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Series 66

Years Registered*

4 years

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

251 N Main Suite 102
Sioux Center, IA 51250

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Kestra Advisory Services, LLC Brokerage Details

Total Assets Under Management

$41,795,124,579

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

1,311

IA Average: 49
Total Number of Accounts

140,407

IA Average: 2,315
Average Account Size

$297,671

IA 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

Nicolaas Doelman Work History

Nicolaas has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Kestra Investment Services, LLC

2019 - Present (5 years)

Kestra Advisory Services, LLC

2009 - 2019 (10 years)

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 Nicolaas Doelman 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

Eloisa Vela
Austin, TX
Adam Murray
Lutherville Timonium, MD
Stanton Wheeler
Saint Augustine, FL
Michael Csedrik
Paramus, NJ
Garrett Frey
Pittsburgh, PA
Jacob Kogler
Saint Paul, MN
Brandon Kee
Austin, TX
Jacob Rinvelt
Grand Rapids, MI

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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