Kestra Private Wealth Services Welcomes Kim Hodges to PlatformAUSTIN, Texas--Kestra Private Wealth Services, LLC (Kestra PWS), a registered investment advisor subsidiary of Kestra Financial, Inc., today announced the addition of financial advisor Kim Hodges to its platform. Hodges is affiliating with Kestra PWS through one of its associated firms, White Cap Wealth Management (White Cap), which has been with Kestra PWS since 2017.
Based in Provo, Utah, Hodges brings nearly four decades of experience to White Cap, along with expertise in the areas of investment management, capital allocation, estate and retirement planning, and 401(k) design and implementation.
“In seeking a partner, I wanted to align with a boutique-style firm that had a proven track record of delivering top-notch client service,” said Hodges. “With the help of Rob and the team at Kestra Private Wealth Services, I was connected to White Cap and found exactly what I was looking for.”
The professionals at White Cap now oversee $200 million in assets under management, including $60 million transferred over from Hodges’ book of business.
“We’re pleased to welcome Kim to our team,” said David Johnston, President of White Cap Wealth Management. “His experience, coupled with his commitment to client service and building long-term relationships, makes him the perfect fit.”
The professionals at White Cap specialize in individual investment management, executive stock compensation consultation, and 401(k) design and implementation services.
“There are different routes to independence,” said Rob Bartenstein, CEO and Senior Managing Director of Kestra PWS. “Our job is to help wirehouse advisors forge their own paths and make the transition as smooth as possible. We’re thrilled to have supported the expansion of White Cap in this fashion and simultaneously, have found the right fit for Kim. It’s a win-win.”
Hodges was previously affiliated with Wedbush Morgan Securities.
About Kestra Private Wealth Services
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 helped 23 single and multi-team offices across the country find independence with their full service support model.
For more information, visit www.kestrafinancial.com/private-wealth-services.
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.
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.
The professionals at White Cap 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). White Cap Wealth Management is a member firm of Kestra PWS, an affiliate of Kestra IS. White Cap Wealth Management is not affiliated with Kestra IS.
Gregory FCA for Kestra Financial, Inc.
Leah Katsanis, 604-271-0133