Independent advisor platform Kestra Financial, Inc. (Kestra Financial)
today announced the addition of The Strategic Wealth Management Group, a
newly formed financial and investment advisory firm comprised of five
experienced advisors with $250 million in assets under management and
over 85 years of combined experience.
Jeremy Swank, ChFC; Rob Danuloff, MBA; Rob Hassmann, LUTCF; Greg Kibler,
CFP, CPA, CLU, ChFC, AEP; and Debbie Williams, AAMS, came together to
create The Strategic Wealth Management Group after leaving their former
broker-dealers. The team is dedicated to providing their clients with
full-service wealth management. The group's menu of services includes
portfolio management, retirement planning, estate planning, and business
financial services including retirement plans and insurance.
"Kestra Financial's proven track record of offering advisors practice
management, consulting, and state-of-the-art technology solutions
continues to propel our recruiting momentum forward, as evidenced by the
recent addition of The Strategic Wealth Management Group," said Daniel
Schwamb, Senior Vice President of Business Development at Kestra
Financial. "Rob, Jeremy, Greg, Rob, and Debbie share a passion for
offering clients a best-in-class experience, and Kestra Financial is
proud to support them in that mission by providing The Strategic Wealth
Management Group access to our next-generation technology, experienced
staff, and vast resources."
"Partnering with Kestra Financial give us the ability to efficiently
deliver our customized financial planning, investment advisory and risk
management services," said Rob Danuloff of The Strategic Wealth
Management Group. "Kestra's sophisticated technology will allow our
practice to hit the ground running and remain on the cutting edge of
financial planning trends."
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 1,700 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
advisors. For more information about Kestra Financial, please visit www.kestrafinancial.com.
Securities offered through Kestra Investment Services, LLC, member
FINRA/SIPC. Investment advisory services offered through Kestra Advisory
The Strategic Wealth Management Group is independently owned and
operated and not affiliated with Kestra Financial or its affiliates. The
Strategic Wealth Management Group is located at 1230 Lexington Avenue,
Suite 101, in Mansfield Ohio and can be reached locally at 419-522-6636
or toll-free at 866-521-6636. For more information, please visit www.thestrategicwealthgroup.com.
View source version on businesswire.com: http://www.businesswire.com/news/home/20170320005204/en/
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