Wen Luisi is a registered investment advisor, based in Austin, TX, with 4 years of industry experience.
Location
5707 Southwest Parkway, Building 2, Suite 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.
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Wen is a managing member of Kindred Origin, providing consulting services to a small restaurant business, dedicating a few hours per week. Wen also works full-time as an Associate Financial Planner for both WDW Financial and Kestra Advisory Services, supporting partners and providing financial advisory services.
Employment History
Current Registrations
Kestra Investment Services, LLCBroker
Kestra Advisory Services, LLC
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations1 state
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