Kia
Xiong-Yang

Alphastar Capital Management

CRD#7014948
Investment Advisor
in Eau Claire, WI

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About this Advisor

Kia Xiong-Yang is a financial advisor based in Eau Claire, Wisconsin, working with Alphastar Capital Management. Kia has previously held positions at Brookstone Capital Management, Physicians Mutual Insurance Company, Keystone Financial, Ae Wealth Management, LLC, and Alphastar Capital Management LLC. Kia has passed the Series 65 regulatory exam and is registered to provide services in Wisconsin. Currently, Kia is part of Alphastar Capital Management, which operates out of Eau Claire, Wisconsin. The firm has 58 offices and 109 employees. The firm manages assets totaling $1.1 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and other services. The fee structure at Alphastar Capital Management includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

307 S Farwell Street Suite 203
Eau Claire, WI 54701

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Alphastar Capital Management Brokerage Details

Total Assets Under Management

$1,146,934,809

WI Average: $3,625,019,099
Total Number of Employees

109

WI Average: 22
Total Number of Accounts

10,083

WI Average: 1,917
Average Account Size

$113,749

WI Average: $1,890,985

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Other

Kia Xiong-Yang Work History

2022 - Present (2 years)

Alphastar Capital Management LLC

2013 - Present (11 years)

Physicians Mutual Insurance Company

2019 - 2022 (3 years)

Ae Wealth Management, LLC

2018 - 2019 (1 year)

Brookstone Capital Management

2018 - 2022 (4 years)

Keystone Financial

Disclosures

Please visit the SEC profile of Kia Xiong-Yang 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 Alphastar Capital Management

Brantley Claunch
Cornelius, NC
Jordan Hunter
Florence, AL
Andrew Barnett
Cornelius, NC
Nicholas Smith
Rochester, MN
Michael Kojonen
Hudson, WI
Scott Jacob
Cornelius, NC
Logan Ramer
Rochester, MN
Jake Galligan
Fuquay-Varina, NC

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