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Mark Heath Woodward

Advisor at Kestra Advisory — Tampa, FL

Updated today

Credentials

Series 63, Series 66

Experience

24 years

Location

Tampa, FL

Kestra Advisory logo

Kestra Advisory

Enterprise

Total advisors

1,447

Across 544 offices

Clients per advisor

80 High

Avg AUM per client

$618,892 High

HNW client ratio

23% Typical

About

Mark Woodward is a financial advisor with Kestra Advisory in Tampa, FL, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Kestra Advisory since 2016 and founded KANA Private Wealth Group, LLC in 2019. Woodward serves on the boards of Tampa Palms Country Club and KOTERRA, a charity supporting the veteran community. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad mix of institutional and individual clients, including large institutional investors and plan sponsors. The firm offers services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions.

Client services

Based on Kestra Advisory

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Kestra Advisory

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management

Occupation focus

Based on Kestra Advisory

Founder/Business Owner Executive

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Fee options

Fixed

Flat fees for financial planning and consulting typically range from $1,000 to $100,000, negotiated with the client.

Percentage

Start-up - $1,999,999: 1.50% $2,000,000 - $4,999,999: 1.25% $5,000,000 - $9,999,999: 1.00% $10,000,000 - $24,999,999: 0.75% $25,000,000+: 0.50%

Commissions

Commission-based compensation is available through affiliated broker-dealer Kestra IS; commissions and fees vary by product.

Project-based

Financial planning and consulting services may be charged on an hourly basis when applicable.

Subscriptions

Subscription fees may be charged monthly, quarterly, or semi-annually for financial planning or consulting services.

Other

Account minimum: $10,000 (minimum for AdvisorChoice platform, but may be waived) Minimum fee: Minimum annual account fees on AdvisorEnterprise platform: $60 (APM-Tickets), $95 (APM-Wrap), $75 (FSP and SMA), $350 (UMA) Fee-only: Flat fees generally range from $1,000 to $100,000 but can be more or less as negotiated. Financial planning and consulting fees can also be charged hourly, as a percentage of assets, flat fee, or subscription (e.g., monthly, quarterly).

Location

See office

Tampa, FL

Tampa FL

Advisors at this office

2

Most active in

Florida · Texas · Virginia

Work history

24 years of industry experience

Kestra Advisory

2016 - Present • 10 years

Tampa, FL

Kestra Investment Services, LLc

2013 - Present • 13 years

Tampa, FL

IDS Life Insurance Company

2004 - Present • 22 years

Franklin, TN

Disclosures

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

Business activities & affiliations

Austin H

CFP®, Series 66, CIMA®

Tampa, FL

Hunt Wealth

Austin Hunt is a CFP® professional who has been working in financial services since 2018. He is the sole advisor at Hunt Wealth, which he founded in 2025, following prior roles at Raymond James and Steward Partners. Hunt also serves as an account executive for Holistiplan, a tax planning software company. Hunt Wealth provides investment management and financial planning services to individuals and high-net-worth clients. The firm employs a combination of passive and active strategies based on Modern Portfolio Theory and offers discretionary and non-discretionary portfolio management, with a focus on asset allocation and manager selection through a model marketplace and outside managers.

Retirement income strategy Cash flow / budgeting Roth conversion strategy General tax planning Tax-loss harvesting Sales Professional Technology Professional Retired Consultant HENRY (High Earners, Not Rich Yet) Gen Y/Millennials (Born 1980-1995) Gen X (Born 1965-1980)
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Daniel P

CFP®, Series 63, Series 65

Tampa, FL

Dwf Wealth Management

Daniel Pappas is a CFP® professional with 27 years of experience in the financial services industry. He is currently with IHT Wealth Management LLC and has previously worked with Independent Financial Partners. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blend of fundamental stock selection with quantitative tools and diversified model portfolios, offering discretionary asset management, financial planning, and ERISA fiduciary services through a network of approximately 153 advisors. Securities offered through LPL Financial. Member FINRA/SIPC. Investment advice offered through IHT Wealth Management, a registered investment advisor and separate entity from LPL Financial.

Wealth management Retirement income strategy Retirement withdrawal strategies Long-term care insurance Self-Employed Sales Professional Educators, Teachers, and Academics University Employee Approaching retirement Established Professionals
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Jeffrey S

CFP®, Series 63, Series 66

Tampa, FL

Farther

Jeffrey Schlotterbeck Jr. is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Farther since 2026. His prior roles include positions at Water Street Wealth Management, TD Ameritrade, AmSouth Investment Services, Ids Life Insurance Company, and American Express Financial Advisors. Outside of his advisory work, he manages a single rental property through Beck Investments LLC. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform combined with in-person meetings. The firm employs a Modern Portfolio Theory-based approach, utilizing proprietary model portfolios, algorithmic rebalancing, and a mix of ETFs, mutual funds, equities, and fixed income, supplemented by AI tools and advisor judgment.

Passive / index investing Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies

Priscilla N

Series 66, Series 7, Series 63, Series 65

St Petersburg, FL

Pmn Financial Associates

Priscilla Nunez is a financial advisor at Integrity Alliance, LLC with seven years of industry experience. She holds the Series 66 designation, (Series 63/65 combined), Series 7, and has worked at Brokers International Financial Services since 2018. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers comprehensive asset management, financial planning, and consulting services using a variety of portfolio management approaches and custodial platforms.

Wealth management Active portfolio management General retirement planning Retirement income strategy Annuities Executive Retired Government Employee Doctor or Medical Professional Educators, Teachers, and Academics HENRY (High Earners, Not Rich Yet) Young Professionals Established Professionals Approaching retirement Women Professionals
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Luke M

Series 66

Tampa, FL

Valic Financial Advisors

Luke Mcananey is a financial advisor at Valic Financial Advisors with one year of industry experience. He holds a Series 66 designation and has previously worked at Cary Street Partners LLC, Raymond James & Associates, and Bardmoor Golf Club. Outside of his advisory role, he serves as a JV lacrosse coach at Northside Christian School and is appointed as an agent to sell non-securities insurance products. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models with options for tax and ESG overlays.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
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Dwight E

Series 63, Series 65

Tampa, FL

Raymond James & Associates

Dwight Edwards is a financial advisor with Raymond James & Associates in Wesley Chapel, FL, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has been with Raymond James & Associates, INC since 2016 and also worked at Raymond James & Associates from 2017 to 2018. Outside of his advisory role, he is involved in rental property ownership. Raymond James & Associates offers financial planning and investment consulting services to a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and investment recommendations through its Wealth Advisory Services Program and supports institutional consulting via its Institutional Fiduciary Solutions division.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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