On Monday, independent advisor platform Kestra Financial, Inc. (Kestra Financial) announced the addition of The Strategic Wealth Management Group, a newly formed financial and investment advisory firm comprised of five experienced advisors with $250 million in assets under management and over 85 years of combined experience.
“Kestra Financial’s proven track record of offering advisors practice management, consulting, and state-of-the-art technology solutions continues to propel our recruiting momentum forward, as evidenced by the recent addition of The Strategic Wealth Management Group.”
Jeremy Swank, ChFC; Rob Danuloff, MBA; Rob Hassmann, LUTCF; Greg Kibler, CFP, CPA, CLU, ChFC, AEP; and Debbie Williams, AAMS, came together to create The Strategic Wealth Management Group after leaving their former broker-dealers. The team is dedicated to providing their clients with full-service wealth management. The group’s menu of services includes portfolio management, retirement planning, estate planning, and business financial services including retirement plans and insurance.
“Kestra Financial’s proven track record of offering advisors practice management, consulting, and state-of-the-art technology solutions continues to propel our recruiting momentum forward, as evidenced by the recent addition of The Strategic Wealth Management Group,” said Daniel Schwamb, Senior Vice President of Business Development at Kestra Financial. “Rob, Jeremy, Greg, Rob, and Debbie share a passion for offering clients a best-in-class experience, and Kestra Financial is proud to support them in that mission by providing The Strategic Wealth Management Group access to our next-generation technology, experienced staff, and vast resources.”
“Partnering with Kestra Financial gives us the ability to efficiently deliver our customized financial planning, investment advisory and risk management services,” said Rob Danuloff of The Strategic Wealth Management Group. “Kestra’s sophisticated technology will allow our practice to hit the ground running and remain on the cutting edge of financial planning trends.”
Kestra Financial, Inc. (Kestra Financial) provides a leading independent advisor platform that empowers sophisticated independent financial professionals, including traditional and hybrid RIAs, to prosper, grow, and provide superior client service. With a culture rich in reinvention and advisor advocacy, Kestra Financial has developed integrated business management technology that, combined with its personalized consulting services, offers exceptional scale and efficiency.
Headquartered in the “Silicon Hills” of Austin, Texas, Kestra Financial offers an experience as unique as the city in which it operates. The firm supports more than 1,700 independent financial advisors in delivering comprehensive securities and investment advisory services to their clients. Kestra Financial is the parent company of Kestra Investment Services, LLC, member FINRA/SIPC, and also of Kestra Advisory Services, LLC, Kestra Private Wealth Services, LLC; and Kestra Institutional Services, LLC, all federally registered investment advisors. For more information about Kestra Financial, please visit www.kestrafinancial.com. Securities offered through Kestra Investment Services, LLC, member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC.
The Strategic Wealth Management Group is independently owned and operated and not affiliated with Kestra Financial or its affiliates. The Strategic Wealth Management Group is located at 1230 Lexington Avenue, Suite 101, in Mansfield Ohio and can be reached locally at 419-522-6636 or toll-free at 866-521-6636. For more information, please visit www.thestrategicwealthgroup.com.