Another Experienced Team of Wirehouse Advisors Aligns with Kestra Private Wealth Services
AUSTIN, Texas--Kestra Private Wealth Services, LLC (Kestra PWS), a registered investment adviser subsidiary of Kestra Financial, Inc. supporting independent advisor teams nationwide, today announced the addition of Undivided Wealth Management.
The St. Louis, Mo. firm is led by President Gary Baker; Director of Investments Dan Kraus, CFA, CPA; and Director of Financial Planning Kim Rubenstein, CFP®. They are joined by Kim Peaker as the Director of Client Services. The team collectively oversees $186 million in assets.
“We continuously ask ourselves if we’re doing what is best for our clients. While the path to independence is not easy, it’s well worth it and we’re certain it will offer us the opportunity to serve our clients at a higher and more personalized level,” said Baker. “To make this transition as seamless as possible, we sought a firm that understood our business model and our approach to client service. In this regard, Kestra Private Wealth Services has been a true partner, offering first-class counsel every step of the way.”
The partnership marks the fourth new office Kestra PWS has opened in 2018, and adds to the growing roster of advisors who have achieved full-service independence with the help of the firm’s premier turnkey model. Undivided Wealth Management was previously associated with Wells Fargo Advisors.
“Every so often you come across a team whose talent is truly exceptional, whose vision is unparalleled, and who walk the talk. The amount of effort and thought that Gary and his team have put into what Undivided Wealth is to become is simply remarkable. No wirehouse would allow a team the freedom to execute this kind of brand and vision, and we can’t wait to help them,” said Rob Bartenstein, CEO and Senior Managing Director of Kestra PWS. “We work tirelessly to make the transition from the wirehouse to independence simple and to arm the advisors on our platform with the resources they need to provide their clients with a truly customized experience that they won’t find anywhere else,” he added.
About Kestra Financial
Kestra Financial, Inc. (Kestra Financial) provides a leading independent advisor platform that empowers sophisticated, independent financial professionals, including traditional and hybrid RIAs, to prosper, grow, and provide superior client service. With a culture rich in reinvention and advisor advocacy, Kestra Financial has developed integrated business management technology that, combined with its personalized consulting services, offers exceptional scale and efficiency.
Headquartered in the “Silicon Hills” of Austin, Texas, Kestra Financial offers an experience as unique as the city in which it operates. The firm supports more than 1,800 independent financial advisors in delivering comprehensive securities and investment advisory services to their clients. Kestra Financial is the parent company of Kestra Investment Services, LLC, member FINRA/SIPC, and also of Kestra Advisory Services, LLC; Kestra Private Wealth Services, LLC; and Kestra Institutional Services, LLC, all federally registered investment advisers.
Kestra Private Wealth Services, LLC (Kestra PWS) is a hybrid registered investment adviser (RIA) supporting fee and transaction-based independent financial advisor teams across the nation. Kestra PWS was established by wirehouse veterans with the express purpose of enabling former wirehouse financial advisors to achieve independence and growth. The firm's platform is comprised of an independent RIA in association with Kestra Investment Services, LLC as broker-dealer in order to provide its financial advisors with an open architecture platform and independence across both fee and transaction-based business models. Kestra PWS has offices in Chandler, AZ; San Diego, Los Angeles, and Orange County, CA; Westport, CT; Paramus, NJ; New York City, NY; St. Louis, MO; Middleburg, VA; Salt Lake City, UT; Sandusky, OH; and Stuart, FL. Kestra PWS has been named on the Inc. 5000 2016: The Full List as one of the fastest-growing private companies in America and the Financial Times 2016 FT:300 for top registered investment advisors.
Undivided Wealth Management offer securities through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Private Wealth Services, LLC (Kestra PWS). Undivided Wealth Management is a member firm of Kestra PWS, an affiliate of Kestra IS. Undivided Wealth Management is not affiliated with Kestra IS.
Gregory FCA for Kestra Financial
Jen Diehl, 610-228-2124