Deerfield, IL Office

Team
Updated today

Client AUM

$71,348,969,232

Clients

115,285

Advisors

2

Of 1,447 advisors across 541 offices

Location

570 Lake Cook Rd, Ste 115

Deerfield IL 60015

Advisors at this office

2

Advisors at this office

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Fadel K

Series 66

Deerfield, IL

Kestra Advisory

Fadel Krisht is a financial advisor at Kestra Advisory with four years of industry experience. He holds a Series 66 designation and previously worked at Goldman Sachs for three years. His background also includes roles at Strategic Wealth Advisors Group, LPL Financial, and John Brown University. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a range of institutional and individual clients. The firm offers services such as fiduciary consulting, plan design, and employee education, and manages approximately $79.8 billion in assets, including relationships with large institutional investors and sovereign wealth funds.

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

CFP®, Series 63, Series 65

Deerfield, IL

Kestra Advisory

Stephen Curry is a CFP® with 20 years of industry experience, currently serving as an Investment Advisor Representative at Kestra Advisory Services, LLC since 2016. He has been affiliated with Kestra Investment Services, LLC since 2007. Outside of his advisory role, he acts as a trustee for his parents’ trusts. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, offering services such as fiduciary consulting, plan design, compliance testing, and employee education. The firm manages substantial assets, serves large institutional investors including sovereign wealth funds, and supports multiple management platforms and third-party solutions.

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