Chesterfield, MO Office

Team
Updated today

Client AUM

$13,058,497,781

Clients

19,977

Advisors

3

Of 209 advisors across 64 offices

Location

657 Spirit Airpark West Drive, Suite 104

Chesterfield MO 63005

Advisors at this office

3

Advisors at this office

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Kimberly R

CFP®, Series 66

Chesterfield, MO

Kestra Private Wealth Services, LLC

Kimberly Rubenstein is a CFP® professional with 20 years of experience in the financial services industry. She is currently with Kestra Private Wealth Services, LLC, where she has worked since 2018. Prior to that, she held positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she is a part-owner of several family-operated restaurants and participates in their strategic management. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and businesses. The firm offers a range of investment management and financial planning services, supporting advisor independence with access to diverse platforms and managed solutions.

Retirement income strategy Annuities General tax planning Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive Retired
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Kimberly P

Series 66

Chesterfield, MO

Kestra Private Wealth Services, LLC

Kimberly Peaker is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and 19 years of industry experience. She previously worked at Wells Fargo Advisors from 2009 to 2018 before joining Kestra in 2018. Outside of her advisory role, she is the sole member owner of a general contracting business and serves as the fundraising coordinator for the Daniel Boone PTO. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through a network of nearly 200 independent financial advisors. The firm serves individuals, retirement plans, charitable organizations, and businesses, offering a range of investment management, financial planning, and retirement services.

Retirement income strategy Annuities General tax planning Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive Retired
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John P

Series 66

Chesterfield, MO

Kestra Private Wealth Services, LLC

John Pettis is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and five years of industry experience. He previously worked at Edward Jones and Wells Fargo in various advisory roles. Outside of his advisory work, Pettis serves as a board member and secretary for Missouri Kids Org and coaches youth lacrosse for the Fort Zumwalt Lacrosse Club. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through a network of nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and businesses. The firm offers a range of advisory services including discretionary and non-discretionary accounts, financial planning, and access to multiple investment platforms and third-party managed solutions.

Retirement income strategy Annuities General tax planning Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive Retired
View complete list of advisors at this office
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