Advisor at Kestra Private Wealth Services, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Absaroee, MT
Credentials
CFP®, Series 63, Series 65
Industry experience
42 years
Keith Brandt is a CFP® with 42 years of industry experience, currently affiliated with Kestra Private Wealth Services, LLC. He has worked at Kestra Investment Services, LLC since 2014 and Kestra Private Wealth Services since 2012. Outside of his advisory role, Brandt owns and operates The Brandt Ranch in Absarokee, MT, where he raises and sells hay and cattle. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through a network of nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, corporations, and other entities. The firm offers a range of investment and advisory solutions, including discretionary and non-discretionary accounts, financial planning, and retirement plan services, while supporting independent advisor decision-making with both in-house and third-party managed options.
Based on Kestra Private Wealth Services, LLC
Based on Kestra Private Wealth Services, LLC
Financial planning and consulting fees may be negotiated flat fees (specific amounts not disclosed).
Advisors may be registered representatives of affiliated broker-dealer Kestra IS and receive commissions on securities sales.
Hourly fees for financial planning and consulting services (specific rates not disclosed).
Subscription fees charged monthly, quarterly, or semi-annually for financial planning and consulting services (specific amounts not disclosed).
Account minimum: $10,000 (minimum account size for AdvisorChoice platform, waivable at discretion) Minimum fee: Minimum account fees of $60 for APM-Tickets, $95 for APM-Wrap, $75 for FSP and SMA, and $350 for UMA accounts. Fee-only: Financial planning and consulting fees charged on hourly basis, percentage of assets, or negotiated flat fee; subscription fees billed monthly, quarterly, or semi-annually.
Absaroee, MT
California · Montana
KESTRA Investment Services, LLC.
2014 - Present (12 years)
Kestra Private Wealth Services, LLC.
2012 - Present (14 years)
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Trust company
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Is not active or affiliated with:
Bank
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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