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Kimberly R

CFP®, Series 66

Chesterfield, MO

Kestra Private Wealth Services, LLC

Kimberly Rubenstein is a CFP® with 20 years of experience in the financial services industry. She is currently with Kestra Private Wealth Services, LLC, where she has worked since 2018, following roles at Wells Fargo Advisors and Wells Fargo Clearing. Outside of her advisory work, she holds ownership interests in several family-run restaurant businesses and participates in their strategic management. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams serving individuals and institutions. The firm offers a range of investment products and platforms while maintaining oversight of advisor recommendations.

Annuities Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Wealth management College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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Kimberly P

Series 66

Chesterfield, MO

Kestra Private Wealth Services, LLC

Kimberly Peaker is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and 19 years of industry experience. She has worked with Kestra since 2018 and previously spent seven years at Wells Fargo Advisors. Outside of her advisory role, Peaker is the sole owner of Absolute Construction Services, LLC, a general contracting business, and serves as Fundraising Coordinator on the board of the Daniel Boone PTO. Kestra Private Wealth Services provides investment advisory services through a network of independent advisors and multi-advisor teams, managing approximately $13.45 billion in client assets. The firm offers a wide range of investment products and specialized services, serving both individual and institutional clients.

Annuities Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Wealth management College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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John P

Series 66

Chesterfield, MO

Kestra Private Wealth Services, LLC

John Pettis is a Series 66-licensed financial advisor with six years of industry experience, currently with Kestra Private Wealth Services, LLC. His prior experience includes roles at Edward Jones and Wells Fargo Advisors. He serves as a board member and secretary of Missouri Kids Org and coaches lacrosse for the Fort Zumwalt Lacrosse Club. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, managing approximately $13.45 billion in client assets. The firm offers a broad range of investment products and platforms with both discretionary and non-discretionary arrangements, supporting individual and institutional clients.

Annuities Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Wealth management College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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