linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Breanne Polonia

Kestra Private Wealth Services, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Breanne? Claim Your Profile

About Breanne Polonia

Breanne Polonia is an Investment Advisor Representative at Kestra Private Wealth Services, LLC. Breanne has over 11 years of experience in the financial services industry. Breanne is registered with the state of Texas and Utah. Previously, Breanne was affiliated with Edward Jones, Wells Fargo Clearing Services, LLC, and Surevest Wealth Management. Breanne focuses on providing financial planning and portfolio management for individuals, families, and businesses.

Firm Information

Breanne Polonia is currently registered with Kestra Private Wealth Services, LLC. Kestra Private Wealth Services, LLC is an independent wealth management firm headquartered in Austin, TX. The firm offers financial planning, portfolio management for individuals and businesses, and pension consulting services. They manage over $7.3 billion in assets for individuals, corporations, charitable organizations, insurance companies, and pension plans. Kestra Private Wealth Services has over 150 financial advisors and investment professionals who provide customized wealth management solutions to help clients achieve their financial goals.
Kestra Private Wealth Services, LLC

5707 SOUTHWEST PARKWAY

AUSTIN, TX 78735

$7.30B

Assets Under Management

95

Total Clients

170

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Breanne Polonia’s Registration & Firm History

TX

10/02/2024 - Present

Kestra Private Wealth Services, LLC (AUSTIN TX)

CA

01/28/2013 - 09/11/2018

WELLS FARGO CLEARING SERVICES, LLC (SAN DIEGO CA)

CA

06/07/2007 - 01/31/2013

EDWARD JONES (DEL MAR CA)

Not sure if Breanne Polonia is right for you?

Licenses & Designations

BOTH

Issued 06/22/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/11/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/06/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Breanne Polonia. Review regulatory record here.
Not sure if Breanne Polonia is right for you?