Chesterfield, MO Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Kestra Private Wealth Services, LLC
Multi-team
Firm-wide stats for Kestra Private Wealth Services, LLC
About
Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent Advisors and multi‑advisor teams to individuals and institutional clients. As of December 31, 2025 the firm reported managing approximately $13.45 billion in client assets across roughly 208 Advisors and nearly 20,000 client relationships.
Services are delivered primarily through advisor‑managed accounts, third‑party manager platforms and wrap programs (including the AdvisorEnterprise/Envestnet and AdvisorChoice platforms), with both discretionary and non‑discretionary arrangements and specialized offerings such as annuity subaccount management (AAPlus) and 529 plan services (529Plus). Advisors have access to a broad range of investment products — mutual funds, ETFs, equities, fixed income and alternative or complex products — and the firm’s role is to oversee Advisor recommendations while generally permitting Advisors to select products and platforms within the firm’s approved menu.
Compared with many multi‑team firms, Kestra’s brochure highlights several institutional and operational attributes: an affiliation with a trust company (Arden Trust Company), placement‑agent arrangements for private funds, and relationships that support retirement plan and insurance‑company work and other third‑party adviser arrangements. The firm also discloses two prior SEC enforcement matters (2019 and 2021) addressing mutual‑fund share‑class recommendations and revenue‑sharing practices and describes custodial, sweep and platform revenue arrangements (e.g., Kestra IS and NFS) and Marketing Rule disclosures that prospective clients should review for potential conflicts of interest.
Based on Kestra Private Wealth Services, LLC
Expertise
Based on Kestra Private Wealth Services, LLC
Location
657 Spirit Airpark West Drive, Suite 104
Chesterfield MO 63005
Advisors at this office
3
Advisors at this office
Kimberly R
CFP®, Series 66
Chesterfield, MO
Kestra Private Wealth Services, LLC
Kimberly Rubenstein is a CFP® 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, following roles at Wells Fargo Advisors and Wells Fargo Clearing. Outside of her advisory work, she holds ownership interests in several family-run restaurant businesses and participates in their strategic management. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams serving individuals and institutions. The firm offers a range of investment products and platforms while maintaining oversight of advisor recommendations.
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 has worked with Kestra since 2018 and previously spent seven years at Wells Fargo Advisors. Outside of her advisory role, Peaker is the sole owner of Absolute Construction Services, LLC, a general contracting business, and serves as Fundraising Coordinator on the board of the Daniel Boone PTO. Kestra Private Wealth Services provides investment advisory services through a network of independent advisors and multi-advisor teams, managing approximately $13.45 billion in client assets. The firm offers a wide range of investment products and specialized services, serving both individual and institutional clients.
John P
Series 66
Chesterfield, MO
Kestra Private Wealth Services, LLC
John Pettis is a Series 66-licensed financial advisor with six years of industry experience, currently with Kestra Private Wealth Services, LLC. His prior experience includes roles at Edward Jones and Wells Fargo Advisors. He serves as a board member and secretary of Missouri Kids Org and coaches lacrosse for the Fort Zumwalt Lacrosse Club. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, managing approximately $13.45 billion in client assets. The firm offers a broad range of investment products and platforms with both discretionary and non-discretionary arrangements, supporting individual and institutional clients.
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