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Nazneen S Kaka

Kestra Private Wealth Services, LLC

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About Nazneen S Kaka

Nazneen Kaka is an Investment Advisor Representative with Kestra Private Wealth Services, LLC. Nazneen has been in the industry for over 2 years. She is registered with the state of Ohio and Texas. Nazneen has a Series 7TO, SIE, and Series 66 license. Nazneen is also the owner/member of W.K.T.B LLC, a wealth advisor firm. Nazneen specializes in providing financial planning, investment management, and other financial services to high-net-worth individuals, corporations, and other businesses. Nazneen is committed to providing personalized financial advice that helps clients achieve their financial goals.

Firm Information

Nazneen Kaka 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.

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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

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

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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.

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fixed fees

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

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percentage of assets

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

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Nazneen Kaka’s Registration & Firm History

TX

05/08/2024 - Present

Kestra Private Wealth Services, LLC (AUSTIN TX)

OH

09/23/2022 - 05/10/2024

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ZANESVILLE OH)

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Licenses & Designations

BOTH

Issued 10/31/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/22/2022

Series 7TO - General Securities Representative Examination

BC

Issued 02/22/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Nazneen S Kaka.
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