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Wen qin Luisi

Kestra Advisory Services, LLC

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About Wen qin Luisi

Wen qin Luisi is an Associate Financial Planner at Kestra Advisory Services, LLC and WDW Financial. Wen qin Luisi has been in the financial industry since 2021 and is licensed in Texas to provide investment advice. She has been associated with Kestra Investment Services, LLC and Kestra Advisory Services, LLC since November 2022. Wen qin Luisi is also a Managing Member of KINDRED ORIGIN, a consulting business, where she provides consulting services to a small restaurant business. Wen qin Luisi holds a Series 66 and Series 7TO securities license.

Firm Information

Wen qin Luisi is currently registered with Kestra Advisory Services, LLC. Kestra Advisory Services, LLC is a financial advisory firm based in Austin, TX, with over 1,200 investment advisor representatives and 48.3 billion in assets under management. Kestra offers a variety of financial advisory services including financial planning, portfolio management, and pension consulting. The firm serves a broad range of clients, including individuals, corporations, insurance companies, pension plans, and charitable organizations. Kestra participates in wrap fee programs.
Kestra Advisory Services, LLC

5707 SOUTHWEST PARKWAY

AUSTIN, TX 78735

$48.32B

Assets Under Management

6,180

Total Clients

1,197

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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Wen qin Luisi’s Registration & Firm History

TX

11/11/2022 - Present

Kestra Advisory Services, LLC (Richardson TX)

TX

02/23/2021 - 08/31/2022

RAYMOND JAMES FINANCIAL SERVICES, INC. (Irving TX)

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Licenses & Designations

BOTH

Issued 04/30/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/23/2021

Series 7TO - General Securities Representative Examination

BC

Issued 11/23/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Wen qin Luisi.
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