Lena Nebel
Lena Nebel is a CFP-designated registered investment advisor at Kestra Advisory Services, LLC, based in Timonium, MD, with 27 years of industry experience. Lena is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 117,403 clients with $80B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Asset-based fees range up to 2.5% of assets under management and are negotiable based on account size, registration type, and services provided.
Fee Estimator
Location
16 Greenmeadow Dr, Suite 201, Timonium, MD, 21093
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Lena works as an advisor for Kestra Advisory Services, dedicating nearly all of her time to managing assets and reviewing financial plans. She also holds leadership positions at BFG Estate & Tax Services, Brotman Financial Group, and BFG Financial Advisors, spending full-time hours overseeing operations and fulfilling lead advisor responsibilities.
Employment History
Current Registrations
Kestra Investment Services, LLCBroker
Kestra Advisory Services, LLC
Previous Registrations
Keeney Financial Group INC.
Triad Advisors, INC.Broker
LPL Financial LLC
Capital Financial Planning CORP
LPL Financial LLCBroker
Cadaret, Grant & CO., INC.Broker
State Registrations33 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.
Exams
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