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Kevin Ryan Prestesater

Advisor at LPL Financial — Mineral Wells, TX

Updated today

Credentials

Series 63, Series 65

Experience

32 years

Location

Mineral Wells, TX

LPL Financial logo

LPL Financial

Institution

Total advisors

22,817

Across 10,464 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Kevin Prestesater is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has been with LPL Financial since 2000. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities

Occupation focus

Based on LPL Financial

Retired Founder/Business Owner Executive

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Fee options

Fixed

Flat fees up to $15,000 for financial planning and consulting services

Project-based

Up to $500 per hour for financial planning and consulting services

Location

See office

Mineral Wells, TX

Mineral Wells TX

Advisors at this office

1

Most active in

California · Texas

Work history

32 years of industry experience

LPL FInancial, LLC

2000 - Present • 26 years

West Covina, CA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Gelasia S

CFP®, Series 66

Graford, TX

Steed Investments, LLC

Gelasia Steed is a CFP® with 23 years of industry experience, currently serving as the sole advisor at Steed Investments, LLC since 2007. She holds a Series 66 designation and operates from Graford, TX. Outside of her advisory work, she is involved in oil and gas consulting and owns and operates a hospitality resort. Steed Investments, LLC provides investment advisory services, financial planning, and consulting on an hourly or project basis to individuals, trusts, and business entities. The firm uses both fundamental and technical analysis to make non-discretionary recommendations across a range of securities, with clients retaining custody and selecting their own brokers.

General retirement planning General estate planning guidance
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Michael B

CFP®, Series 63, Series 65

Mineral Wells, TX

Western Reserve Wealth Management LLC

Michael Babbin is a CFP® professional with 26 years of experience in financial advising. He is the principal at Western Reserve Wealth Management LLC, where he has worked since 2021. Prior to that, he spent a decade with LPL Financial LLC and Redwood Financial Network. He is also a licensed insurance agent. Western Reserve Wealth Management provides discretionary portfolio management, financial planning, and pension consulting services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans and business entities. The firm manages approximately $35 million across about 30 client relationships, employing asset-allocation-based ETF strategies and combining fundamental, quantitative, and technical analysis with modern portfolio theory.

Annuities
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Joshua S

Series 65

Millsap, TX

Fortress Financial Solutions, LLC

Joshua Scott is an advisor at Fortress Financial Solutions, LLC with a Series 65 credential and one year of industry experience. He has held roles at Scott Financial Group, Federal Employee Benefit Advisors, One Nine Enterprises, Tucson Valley Investments, and Tucson RV Storage. Outside of his advisory work, Mr. Scott is involved with Federal Employee Benefit Advisors, LLC, a firm offering life insurance and fixed annuity products. Fortress Financial Solutions, LLC is a fee-only, SEC-registered advisory firm serving individuals, business owners, retirement plans, trusts, estates, charitable organizations, and corporate entities. The firm’s investment process is guided by an in-house Investment Committee that employs multiple analysis methods to construct diversified portfolios across risk profiles and offers options including impact/ESG investing and selective margin use.

Income planning Retirement income strategy Social Security optimization Charitable giving & philanthropy Retired
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Cecil H

CFP®, Series 63, Series 66

Mineral Wells, TX

Advisor Share Wealth Management, LLC

Cecil Hight is a CFP® with 21 years of industry experience, currently serving at Advisor Share Wealth Management, LLC. His career includes roles at Inline Financial Services and extensive involvement with Stewardship Advisory Group LLC and related entities. He also works as a stewardship coach through Stewardship Legacy Coaching. Advisor Share Wealth Management, LLC provides investment advisory and financial planning services to a broad client base that includes individuals, high-net-worth clients, and professional advisers. The firm offers portfolio management, retirement-plan services, and a web-based asset management platform, often implementing client strategies through third-party sub-advisers and model portfolios.

Private / alternative investments ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive
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Jodie B

Series 63, Series 65

Millsap, TX

LPL Financial

Jodie Barnes is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and possessing 25 years of industry experience. Prior to joining LPL Financial in 2017, she worked for Investment Centers of America, Inc. for 20 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, utilizing various investment strategies supported by research and technology tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive

Kelsey C

Series 66

Mineral Wells, TX

Edward Jones

Kelsey Cates is a financial advisor at Edward Jones with one year of industry experience. Before joining Edward Jones, Cates worked in home inspections and held roles at Calvary Chapel Ruidoso and local churches. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Business ownership considerations Retirement income strategy General retirement planning Inheritance planning Wealth management Founder/Business Owner
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