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Gerald Wolsfelt

Kestra Advisory Services, LLC
19 Years of Experience
Birmingham, AL
1 DisclosureBrokerSells Insurance
View SEC Summary
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Gerald Wolsfelt is a registered investment advisor at Kestra Advisory Services, LLC, based in Birmingham, AL, with 19 years of industry experience. Gerald 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.

Kestra Advisory Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1456 advisors
Number of Clients
117,403 clients
Average Client Portfolio
$680K average
Assets Under Management
$79.8B

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

3535 Grandview Parkway, Suite 300, Birmingham, AL, 35243

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History

Regulatory History (1)
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Customer Dispute
October 2018
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Gerald is a member of the Canterbury UMC Counseling Committee and a Co-Managing Member/Principal of Veraison Equity Partners, LLC, dedicating minimal time to each. He also sells life insurance through Partners Financial and its affiliates and works as an Investment Advisor for Campbell Wealth Management, LLC and Kestra Advisory Services, LLC, spending nearly full-time hours on these activities.

Employment History
Current Registrations
Kestra Advisory Services, LLC
April 2016 - Present · 10 yrs 6 mos
Kestra Investment Services, LLCBroker
January 2010 - Present · 16 yrs 9 mos
Previous Registrations
NFP Advisor Services, LLC
December 2009 - September 2016 · 6 yrs 9 mos
Synovus Investment Advisors, INC.
November 2003 - December 2006 · 3 yrs 1 mo
State Registrations6 states
ALFLGAMIMNTN
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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