A complete list of active advisors currently associated with Authentikos Wealth Advisory LLC
Warmer can help you find a great advisor at Authentikos Wealth Advisory LLC or one who fits your needs even better.
Authentikos Wealth Advisory LLC provides investment advisory and financial planning services primarily to individual clients and retirement plans, and also serves corporations and employee benefit plans. Its offerings include discretionary portfolio management, written financial plans, selection of third‑party money managers, and access to AE Wealth model‑portfolio solutions implemented on a wrap‑fee platform. The firm customizes portfolio allocations to clients’ goals and risk tolerances and uses fundamental, cyclical and technical analysis, along with tools such as options, margin and periodic rebalancing, across a wide range of investments (mutual funds, equities, fixed income, variable annuity subaccounts, closed‑end funds and private placements). Authentikos may implement strategies directly or by selecting model portfolios and third‑party managers after initial and periodic due diligence, and delegates implementation on the AE Wealth platform when clients choose the wrap program. Noteworthy distinctions in the brochure include an affiliated insurance agency (Authentikos Financial & Insurance Services, LLC) and investment adviser representatives who are licensed insurance agents; the brochure states these advisors typically receive commissions for insurance and annuity sales and estimates they spend roughly 40% of their time on insurance activities. The firm also discloses participation in AE Wealth’s wrap‑fee model program and relationships with Advisors Excel and other third parties that involve shared fees and non‑investment services, which the brochure identifies as potential conflicts of interest and describes supervisory controls to address.
To learn more about the advisors currently working at Authentikos Wealth Advisory LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse Authentikos Wealth Advisory LLC's office locations.
Name |
Location |
Years of experience |
|---|---|---|
New Braunfels, TX
| 6
| |
New Braunfels, TX
| 16
| |
Campbell, CA
| 8
| |
New Braunfels, TX
| 3
|
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