Vincent Sturm
Vincent Sturm is a registered investment advisor at Kestra Advisory Services, LLC, based in Urbandale, IA, with 27 years of industry experience. Vincent 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
12100 Meredith Dr Ste 103E, Urbandale, IA, 50322
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
August 2016Employment Separation After Allegations
August 2016Other Business ActivitiesSells Insurance
Vincent works as a financial advisor for Kestra Advisory Services, dedicating nearly full-time hours to financial planning. He also owns Generations Wealth Advisors, where he provides investment advisory services, insurance coverage (Life, LTC), and helps clients invest and save money, taking up more than full-time hours.
Employment History
Current Registrations
Kestra Investment Services, LLC
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
Bfc Planning, INC.
Berthel, Fisher & Company Financial Services, INC.Broker
Visionpoint Advisory Group
LPL Financial LLCBroker
Investacorp, INC.Broker
Successful Resource Management, LTD.
Broker Dealer Financial Services CORP.Broker
Securities America, INC.Broker
Securities America Advisors, INC.
Workman Securities Corporation
Workman Securities CorporationBroker
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
State Registrations21 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.