Santa Fe, NM S. Saint Francis Dr. Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$71,348,969,232
ClientsTotal clients
115,285
AdvisorsAdvisors at this office
2
Of 1,445 advisors across 539 offices
Location
1440 S. Saint Francis Dr., Suite A
Santa Fe NM 87505
Advisors at this office
2
Advisors at this office
Deborah T
CFP®, Series 66
Santa Fe, NM
Kestra Advisory
Deborah Trouw is a CFP® professional with 19 years of industry experience, currently serving with Kestra Advisory. Her career includes roles at Waddell & Reed, Inc. and Elevation Wealth Partners, where she is founder and CEO. She also serves on the board of The Food Depot, a nonprofit organization. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education, with a client base that includes large institutional investors.
Natalie T
CFP®, Series 66
Santa Fe, NM
Kestra Advisory
Natalie Trouw is a CFP®-credentialed financial advisor with seven years of industry experience, currently affiliated with Kestra Advisory. She has held roles at Kestra Investment Services, Elevation Wealth Partners, Waddell & Reed, and Britannia Inc. based in Santa Fe, NM. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, offering services including fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors such as sovereign wealth funds.
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