Norwood, Robert, Bredt

Ownership stakes

• Hedeker Wealth Llc
  Vice President And Secretary · Less than 5% · Dec 2024
• Kestra Private Wealth Services, Llc
  Vice President, Secretary · Less than 5% · Nov 2024
• Kestra Advisory Services, Llc
  Evp, General Counsel · Less than 5% · Nov 2024
• Kestra Investment Management, Llc.
  Evp, General Counsel · Less than 5% · Nov 2024
• Kestra Institutional Services, Llc
  Evp, General Counsel · Less than 5% · Nov 2024
• Ritter Daniher Financial Advisory Llc
  Executive Vp & General Counsel · Less than 5% · Aug 2024
• Beacon Retirement Planning Services Inc.
  Executive Vice President Of Kestra Financial, Inc · Less than 5% · Apr 2024
• Provise Management Group, Llc
  Secretary · Less than 5% · Mar 2024

From Form ADV Schedule A/B filings.

Source

Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗