David Bleznak
David Bleznak is a registered investment advisor at Kestra Advisory Services, LLC, based in Delray Beach, FL, with 31 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 97,702 clients with $60B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kestra Advisory Services' (Kestra AS) fees for managing your investments are a percentage of the value of your portfolio, up to a maximum of 2.5% per year. The exact percentage is determined by your advisor based on factors like the size of your account, the type of account (e.g., retirement), the services you receive, and the platform you choose. These fees are negotiable.
Kestra AS offers different advisory platforms with varying program fees that are deducted from the client fee you negotiate with your advisor. These platforms include AdvisorEnterprise, Horizon, and AdvisorChoice. Each platform has different features, costs, and minimum account sizes.
There are also third-party managed solutions available through platforms like Focus Partners Advisor Solutions, Symmetry Partners, SEI and AssetMark.
Location
Delray Beach, FL
Get directionsHistory
Regulatory History (6)
Financial
July 2019Judgment / Lien
March 2019Judgment / Lien
December 2017Judgment / Lien
November 2015Customer Dispute
May 2009Customer Dispute
March 2002Other Business ActivitiesSells Insurance
David is involved in several business activities, including insurance sales with Business Underwriters Associates and Secure Planning Advisors, LLC, where he is the CEO/Managing Partner. He also provides investment advisory services through Kestra Advisory Services, LLC, dedicating nearly full-time hours to this role.
Employment History
Current Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
NFP Advisor Services, LLC
LPL Financial LLCBroker
LPL Financial LLC
Financial Network Investment Corporation
Financial Network Investment CorporationBroker
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
1717 Capital Management CompanyBroker
Nylife Securities INC.Broker
Eq Financial Consultants, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations9 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.