Kestra Recruits Wells Fargo Advisors Team with $300 Million in AUM
Kestra Private Wealth Services LLC, a registered investment adviser subsidiary of Kestra Financial Inc. has added Liberty Wealth Solutions to its platform.
Kestra Private Wealth Services LLC, a registered investment adviser subsidiary of Kestra Financial Inc. has added Liberty Wealth Solutions to its platform.
Located in Paramus, New Jersey, Liberty Wealth previously affiliated with Wells Fargo Advisors and oversees $300 million in assets under management. The team, which has a combined 134 years of experience, includes managing director Steve Battel, as well as senior vice presidents Rob Yevchak, Bruce Battel and Nancy Hurst.
“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 Battel.
Headquartered in Austin, Texas, Kestra Financial supports approximately 1,800 independent financial advisors in delivering comprehensive securities and investment advisory services to their clients. Kestra Financial is the parent company of RIAs Kestra Investment Services, Kestra Advisory Services, Kestra Private Wealth Services, and Kestra Institutional Services.
