Kestra Private Wealth Services Recruits Experienced Breakaway Team
AUSTIN, Texas--Kestra Private Wealth Services, LLC (Kestra PWS), a registered investment adviser subsidiary of Kestra Financial, Inc. supporting independent advisor teams nationwide, welcomed the most recent addition to its platform, Liberty Wealth Solutions.
Located in Paramus, NJ, the firm is led by Managing Director Steve Battel, as well as Senior Vice Presidents Rob Yevchak, Bruce Battel and Nancy Hurst, CFP, AAMS. The team, previously affiliated with Wells Fargo Advisors, oversees $300 million in assets under management. Bruce, a Vietnam War veteran, and Nancy, a distinguished female advisor since the ‘70s, along with Steve and Rob collectively have over 134 years of experience.
“We’ve worked for years to develop and deepen our client relationships, even serving up to three generations of families, and believe moving toward independence will allow those relationships to grow,” said Steve Battel, Managing Director of Liberty Wealth Solutions. “Partnering with Kestra Private Wealth Services gives us the flexibility and resources to service our clients more effectively, allowing us to fully exercise our philosophy of putting our clients first.”
“We have always been of the mindset that the top financial advisors deserve room to grow and evolve their businesses in the way they see fit to best serve their clients,” said Rob Bartenstein, Senior Management Director and CEO of Kestra PWS. “For a team like Rob, Steve, Nancy and Bruce, that means having the freedom to explore independence without the risks that exist when first leaving the wirehouse. We’re proud to provide such a talented group of advisors the tools to overcome these challenges without sacrificing the rewards that independence brings.”
Liberty Wealth Solutions is the latest in a long line of firms to acquire full-service independence with the help of Kestra PWS’ premier turnkey model.
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; 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.
Liberty Wealth Solutions offer securities through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Private Wealth Services, LLC (Kestra PWS). Liberty Wealth Solutions is a member firm of Kestra PWS, an affiliate of Kestra IS. Liberty Wealth Solutions is not affiliated with Kestra IS.
Gregory FCA for Kestra Financial
Jen Diehl, 610-228-2124