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CFP
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CFP

Elizabeth Skrinak

Kestra Private Wealth Services, LLC
23 Years of Experience
Sandusky, OH
BrokerSells Insurance
View SEC Summary
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Elizabeth Skrinak is a CFP-designated registered investment advisor at Kestra Private Wealth Services, LLC, based in Sandusky, OH, with 23 years of industry experience. Elizabeth is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Corporate Executives, and 9 more. Their firm serves 20,230 clients with $13B in assets under management.

Kestra Private Wealth Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
207 advisors
Number of Clients
20,230 clients
Average Client Portfolio
$665K average
Assets Under Management
$13.5B

Fee Structure

Minimum Investment:$10K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Asset-based fees range up to 2.5% annually and are negotiable based on account size, registration type, and platform selected.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

5004 Timber Commons Drive, Sandusky, OH, 44870

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Elizabeth co-owns real estate properties and is a financial advisor with True Alpha Wealth Management, where she spends full-time hours. She also does minimal consulting work through Disantis Consulting and Skrinak Consulting.

Employment History
Current Registrations
Kestra Investment Services, LLCBroker
March 2018 - Present · 8 yrs 7 mos
Kestra Private Wealth Services, LLC
March 2018 - Present · 8 yrs 7 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2004 - March 2018 · 13 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2004 - March 2018 · 13 yrs 10 mos
NFP Securities, INC.
August 2002 - August 2003 · 1 yr
NFP Securities, INC.Broker
August 2002 - August 2003 · 1 yr
MML Investors Services, INC.Broker
April 2002 - August 2002 · 4 mos
State Registrations22 states
AZCACOCTDEFLGAILKSKYMAMIMNMTNCNJNMOHPASCTNVA
AdvisorBrokerBoth

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
No exam information available for this advisor.
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