Wheaton, IL Office

Team
Updated today

Client AUM

$71,348,969,232

Clients

115,285

Advisors

2

Of 1,447 advisors across 541 offices

Location

Wheaton IL

Advisors at this office

2

Advisors at this office

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Jeffrey S

PFS™, Series 63, Series 65

Wheaton, IL

Kestra Advisory

Jeffrey Stensland is a financial advisor with Kestra Advisory who holds the PFS™ designation along with Series 63 and Series 65 licenses. He has 35 years of industry experience, including over 20 years with Kestra Investment Services and a decade at Kestra Advisory. Outside of his advisory role, he serves as president of AFS Group Ltd., which provides administrative support. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, including large plan sponsors. The firm provides services such as fiduciary consulting, plan design, and investment advisory, with a client base that includes sovereign wealth funds and other large investors.

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

ChFC®, Series 63

Wheaton, IL

Kestra Advisory

Traci Eisner is a financial advisor with Kestra Advisory Services, holding the ChFC® and Series 63 designations and bringing 23 years of industry experience. She has worked extensively with Kestra Investment Services and Bensman & Associates Ltd prior to her current role. Eisner also engages in case design and insurance plan consulting through multiple affiliated financial and insurance entities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, benchmarking, employee education, and access to multiple management platforms, with a client base that includes 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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