Vancouver, WA NW Fruit Valley Road Office

Team
Updated today

Client AUM

$71,348,969,232

Clients

115,285

Advisors

2

Of 1,445 advisors across 539 offices

Location

4200 NW Fruit Valley Road

Vancouver WA 98660

Advisors at this office

2

Advisors at this office

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Konstantina C

Series 63, Series 65

Vancouver, WA

Kestra Advisory

Konstantina Castro is an investment advisor representative with Kestra Advisory Services, LLC, holding Series 63 and Series 65 credentials and 22 years of industry experience. She has previously worked with Atlas Investments, Foresters Advisory Services, and Foresters Financial Services. Outside of her advisory role, she is involved in real estate through her interests in Parthenon Properties, LLC and Lepitsa 1, LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad mix of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party investment solutions.

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

Series 63, Series 65

Vancouver, WA

Kestra Advisory

Stacy Hollender is a financial advisor with Kestra Advisory who holds Series 63 and Series 65 licenses and has 27 years of industry experience. Prior to joining Kestra Advisory Services LLC and Kestra Investment Services LLC in 2021, Hollender worked at Spc and Sigma Financial Corporation from 2012 to 2019. She also serves as a registered field assistant with Parthenon Wealth Advisors and Kestra Advisory Services, focusing on operational duties and client service. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including plan sponsors, institutional, and individual clients. The firm offers fiduciary consulting, plan design, compliance testing, and a range of investment solutions, managing approximately $79.8 billion in assets and serving unique clients such as 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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