Kestra Private Wealth Services Celebrates Its Financial Professionals Ranked on AdvisorHub 2022 ‘Advisors to Watch’ List
Kestra Private Wealth Services (Kestra PWS), is excited to announce two of its financial professionals, Tyler R. McKean of True Alpha Wealth Management and Keith Brandt of California Wealth Transitions, are ranked #1 Next Gen Advisor and #69 Top Growing Advisor respectively, on AdvisorHub’s inaugural “Advisors to Watch” list. The rankings spotlight exceptional financial professionals leading the industry in financial planning and wealth management.
Tyler McKean was ranked #1 on the list of “25 Next Gen Advisors,” which recognizes financial professionals who have fewer than 15 years of client-facing experience and represents some of the brightest up and comers in our industry who have built successful businesses so quickly. On this list, financial professionals are ranked on scale and growth using a 100-point system. Based out of Sandusky, Ohio, McKean ranked 95.03 in scale and 98.32 in growth. McKean began his career as a 20-year-old intern at Merrill Lynch and now oversees $385 million in assets under management. In an interview with AdvisorHub, he credits his growth to hard work and strong networks. This was an extremely competitive category with top advisors from dozens of firms and spread out across the country. See the full rankings of Next Gen Advisors here.
Keith Brandt, based in San Diego, was ranked 69th on the “100 Fastest Growing Advisors” list recognizing financial professionals who have won new clients, increased assets, and have seen the strongest growth in production year-over-year. Professionals included are ranked on a scale from 1-100 on growth, rated by a combination of year-over-year change in assets, clients, and production, for which Brandt ranked 95.57. He founded California Wealth Transitions in 2012 with wife Nicki Brandt after nearly 30 years of working for Merrill Lynch. See the full rankings of the Top Growing Advisors here.
“We are proud of Tyler and Keith for making AdvisorHub’s rankings, as we have been committed to nurturing the growth and success of our partner firms as wirehouse breakaways,” said Rob Bartenstein, Senior Managing Director and CEO of Kestra PWS. “Nationwide, we partner with and provide the firms within the Kestra PWS platform with the tools needed for a smooth journey to independence and continued growth.”
Advisors did not pay a fee to be considered. Inclusion in these rankings is not indicative of the advisors' future performance.