Nazneen S Kaka
Investment adviser representative at Kestra Private Wealth Services, LLC
10 yearsExperience
2 statesRegistered in
$13.5BFirm assets
15 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Kestra Private Wealth Services, LLCMay 2024 to now
- Kestra Investment Services, LLCMay 2024 to now
- Bank of America, N.A.Aug 2022 to May 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2022 to May 2024
- Fox Rehabilitation At Bickford of Lancaster OhioSep 2021 to May 2022
- Athletico Physical TherapyAug 2016 to Sep 2021
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (OH, TX).
Kestra Private Wealth Services, LLC
$13.5BAssets managed
20,230Clients
206Advisers
15 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7564802
- Firm CRD
- 155193