3 Advantages to Going Independent
Many former wirehouse reps say that going independent was the best thing they've ever done. See how you could benefit.
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Robert Bartenstein
As the chief executive officer of Kestra Private Wealth Services, Rob is dedicated to providing experienced advisors with the services and support they need to start their own successful, independent businesses. In 2011, he helped establish Washington Wealth Management, which rebranded as Kestra Private Wealth Services in 2016.
3 Lessons Learned on My Journey to Personal Development and Freedom
Rob Bartenstein, CEO at Kestra Private Wealth Services, speaks with Diana Britton and shares three lessons learned from his childhood and describes how he ended up in financial services
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4 Things Entrepreneurs Can Learn From Jolene Hart
Former beauty magazine editor turned health coach and best selling author, Jolene Hart knows how harness your energy and use it as a tool for success.
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4 Things You Didn’t Know About Kestra Private Wealth Services: A Conversation With Our COO
On the latest episode of Kestra PWS Out Loud, Rob Bartenstein sat down with COO Scott Wilson to discuss little-known facts about Kestra Private Wealth Services.
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5 Red Flags It May Be Time To Leave the Wirehouse
Financial Representatives have been leaving the wirehouse model in droves to seek independence. Is now the right time for you?
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Behind the Scenes at Bespoke Investment Group
The man. The myth. The legend. Yes, folks, we are talking about THE Paul Hickey, Co-Founder of Bespoke Investment Group.
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Cheers to Independence! As We Celebrate America’s Birthday, We Share 4 Lessons to Support Your Road to Freedom
After leading successful careers as wealth management professionals and forming our own RIA, we’ve learned a thing or two about becoming independent – there is both an easy way and a hard way. With that in mind, we wanted to share a few of our hard-fought lessons with you – touching on everything from real estate to technology.
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Unmatched Independence, Service and Culture: Here’s What People Are Saying About Kestra PWS
Recent testimonials from clients illustrate the full-service support you’ll receive when choosing to partner with Kestra Private Wealth Services.
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Leaving the Wirehouse? Here are Four Valuable Points to Consider
Advisors are increasingly reaching a fork in their career paths, one that demands action on the nagging urge to make the move to independence and true business ownership.
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Our 4 Core Pillars: Equipment
In the first blog of a series breaking down the four core pillars that constitute Kestra Private Wealth Services, Rob Bartenstein discusses equipment provided to all financial professionals.
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Our 4 Core Pillars: Compliance
In the third blog of a series breaking down the four core pillars that constitute Kestra Private Wealth Services, Rob Bartenstein discusses compliance assistance provided to all financial professionals.
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Our 4 Core Pillars: Taking the Risk Out of Real Estate
In the second blog of a series breaking down the four core pillars that constitute Kestra Private Wealth Services, Rob Bartenstein discusses real estate assistance provided to all financial professionals.
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Our 4 Core Pillars: Technology
In the fourth blog of a series breaking down the four core pillars that constitute Kestra Private Wealth Services, Rob Bartenstein discusses technology assistance provided to all financial professionals.
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Partnership is the Key Component to Building a Successful Business
Rob Bartenstein, CEO at Kestra Private Wealth Services, explains the importance of finding the right partner for your business.
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