PPrivate Fund Data Log in Join · $37/mo

Robert Bredt Norwood

Evp, General CounselKestra Advisory Services, LLCCRD 2536685

About Robert Bredt Norwood

Robert Bredt Norwood is listed as Evp, General Counsel at Kestra Advisory Services, LLC in Austin, TX. Form ADV reports a beneficial ownership band of Under 5%. Robert Bredt Norwood is associated with 11 registered advisers.

Reported ownership

Owns Under 5% of Kestra Advisory Services, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Robert Bredt Norwood work?

Robert Bredt Norwood is listed as Evp, General Counsel at Kestra Advisory Services, LLC on SEC Form ADV.

How much of Kestra Advisory Services, LLC does Robert Bredt Norwood own?

Form ADV reports a beneficial ownership band of Under 5%.

Kestra Advisory Services, LLC

TitleEvp, General Counsel
OwnershipUnder 5%
Control personNo
Since2016
View Kestra Advisory Services, LLC →

Kestra Private Wealth Services, LLC

TitleEvp, Secretary
OwnershipUnder 5%
Control personNo
Since2016
View Kestra Private Wealth Services, LLC →

Kestra Investment Management, LLC.

TitleEvp, General Counsel
OwnershipUnder 5%
Control personYes
Since2016
View Kestra Investment Management, LLC. →

Kestra Institutional Services, LLC

TitleEvp, General Counsel
OwnershipUnder 5%
Control personYes
Since2016
View Kestra Institutional Services, LLC →

Ritter Daniher Financial Advisory LLC

TitleExecutive Vp & General Counsel
OwnershipUnder 5%
Control personNo
Since2021
View Ritter Daniher Financial Advisory LLC →

Hickory Asset Management, Inc.

TitleVice President & Assistant Secretary
OwnershipUnder 5%
Control personYes
Since2019
View Hickory Asset Management, Inc. →

Beacon Retirement Planning Services Inc.

TitleExecutive Vice President Of Kestra Financial, Inc
OwnershipUnder 5%
Control personYes
Since2016
View Beacon Retirement Planning Services Inc. →

Beacon Retirement Planning Services Inc.

TitleAssistant Secretary And Assistant Vice President
OwnershipUnder 5%
Control personNo
Since2021
View Beacon Retirement Planning Services Inc. →

Joule Financial, LLC

TitleVice President
OwnershipUnder 5%
Control personYes
Since2022
View Joule Financial, LLC →

Hedeker Wealth LLC

TitleVice President And Secretary
OwnershipUnder 5%
Control personNo
Since2021
View Hedeker Wealth LLC →

Provise Management Group, LLC

TitleSecretary
OwnershipUnder 5%
Control personNo
Since2016
View Provise Management Group, LLC →