Nancy Tuininga
Nancy Tuininga is a registered investment advisor at Kestra Private Wealth Services, LLC, based in Austin, TX, with 25 years of industry experience. Nancy 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 15,631 clients with $10B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kestra Private Wealth Services (Kestra PWS) offers investment management services where your advisor manages your account based on your goals and risk tolerance. Fees are based on a percentage of your portfolio and can be up to 2.5% annually. The exact fee depends on factors like the size of your account, the type of account (e.g., retirement), and the specific services you use. Fees are negotiable. Kestra PWS also offers various advisory platforms with different fee structures, including program fees that may incentivize your advisor to increase your overall fee.
Location
5707 Southwest Parkway, Bldg. 2 Ste 400, Austin, TX, 78735
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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
Nancy works as a consultant for Prosperity Point Wealth Management, providing investment/securities/life insurance and long-term care advising and financial planning. This takes nearly all of Nancy's time, including during trading hours.
Employment History
Current Registrations
Kestra Investment Services, LLCBroker
Kestra Private Wealth Services, LLC
Previous Registrations
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Citicorp Investment ServicesBroker
Citicorp Investment Services
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Citicorp Investment Services
Citicorp Investment ServicesBroker
Cal Fed InvestmentsBroker
Wm Financial Services, INC.Broker
Wm Financial Services, INC.Broker
State Registrations8 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.