Alecia Lauretta Modahl

CFP

Kestra Advisory Services, LLC

20 Years of Experience

1 DisclosureBrokerSells Insurance

View SEC Summary

Areas of Practice

Financial Planning & CoachingRetirement PlanningInvestment ManagementEstate PlanningTax Planning

Kestra Advisory Services, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

1370 advisors

Number of Clients

97,702 clients

Average Client Portfolio

$616K average

Assets Under Management

$60.2B

Fee Structure

Minimum Investment:$5K

Location

Ferndale, WA

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History

Regulatory History (1)

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Customer Dispute

October 2009

Closed-No Action

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Alecia sells fixed insurance products and owns Modahl Collaborative, LLC, providing life planning services, dedicating minimal time and about 10% of her time, respectively. She also owns Feuillette, LLC, an entity for managing commercial real estate, spending minimal time on it.