Virginia Beach, VA Corporation Lane Office

Team
Updated today

Client AUM

$13,058,497,781

Clients

19,977

Advisors

2

Of 209 advisors across 64 offices

Location

4445 Corporation Lane, Suite 218

Virginia Beach VA 23462

Advisors at this office

2

Advisors at this office

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Christopher H

Series 66

Virginia Beach, VA

Kestra Private Wealth Services, LLC

Christopher Heilman is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and 19 years of industry experience. His prior firms include Truist Investment Services, Inc. and SunTrust Advisory Services. Outside of his advisory role, he is the managing partner of Freedom Fiduciary Advisors and is involved in several real estate and business ventures, including managing short-term rental properties through LLCs. 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 investment and retirement services, supporting advisor-managed portfolios across multiple platforms while maintaining supervisory oversight.

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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Ronald K

Series 63, Series 66

Virginia Beach, VA

Kestra Private Wealth Services, LLC

Ronald Kiser Jr. is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. His prior roles include positions at SunTrust Investment Services and SunTrust Advisory Services. Outside of advisory work, he serves as a sales manager consulting on sales strategies for a cabinet sales business. 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 and financial planning services, supporting advisor-managed discretionary and non-discretionary accounts with access to both in-house and third-party 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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