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Ricardo M
Series 63, Series 66
Clinton, MT
Kestra Private Wealth Services, LLC
Ricardo Montejano is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 66 licenses and over 42 years of industry experience. He has been associated with Kestra Private Wealth Services since 2012 and Kestra Investment Services since 2014. Outside of his advisory work, Montejano is involved in an agricultural venture, Chubby Monkey, which he owns and oversees. 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 serves individuals and institutional clients with a wide range of investment products and specialized offerings, while providing advisors with operational support and access to approved investment platforms.
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