Christopher Michael Heilman

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Gregg Sessa

LPL FINANCIAL LLC

Palm Beach, FL · CRD#

View profile

David Carrow

AMERIPRISE FINANCIAL SERVICES, LLC

Rochester, MN · CRD#

View profile

KK

Kenneth Kindsvater

PRINCIPAL SECURITIES, INC.

PITTSBURGH, PA · CRD#

View profile

JL

Jose Lozano

STONEX FINANCIAL INC.

WINTER PARK, FL · CRD#

View profile

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

Gregg Sessa

LPL FINANCIAL LLC

Palm Beach, FL · CRD#

View profile

David Carrow

AMERIPRISE FINANCIAL SERVICES, LLC

Rochester, MN · CRD#

View profile

KK

Kenneth Kindsvater

PRINCIPAL SECURITIES, INC.

PITTSBURGH, PA · CRD#

View profile

JL

Jose Lozano

STONEX FINANCIAL INC.

WINTER PARK, FL · CRD#

View profile

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Gregg Sessa

LPL FINANCIAL LLC

Palm Beach, FL · CRD#

View profile

David Carrow

AMERIPRISE FINANCIAL SERVICES, LLC

Rochester, MN · CRD#

View profile

KK

Kenneth Kindsvater

PRINCIPAL SECURITIES, INC.

PITTSBURGH, PA · CRD#

View profile

JL

Jose Lozano

STONEX FINANCIAL INC.

WINTER PARK, FL · CRD#

View profile

Years of Experience

20 years registered in the securities industry

Current & Past Employments

Current

KESTRA PRIVATE WEALTH SERVICES, LLCCurrent·CRD# 155193

RIA

1. 4445 Corporation Lane Ste 200, Virginia Beach, VA 234622. 4376 Lankford Hwy Unit B, Exmore, VA 23350

August 19, 2021 - Present

KESTRA INVESTMENT SERVICES, LLCCurrent·CRD# 42046

BD

1. 3704 Pacific Avenue Suite 200, Virginia Beach, VA 234512. 4376 Lankford Hwy Unit B, Exmore, VA 23350

August 19, 2021 - Present

Past

TRUIST ADVISORY SERVICES, INC.Past·CRD# 283390

RIA

Chesapeake, VA

September 27, 2016 - August 19, 2021

TRUIST INVESTMENT SERVICES, INC.Past·CRD# 17499

BD

Norfolk, VA

May 31, 2013 - August 19, 2021

TRUIST INVESTMENT SERVICES, INC.Past·CRD# 17499

RIA

Norfolk, VA

May 31, 2013 - December 31, 2016

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCPast·CRD# 149018

RIA

Virginia Beach, VA

March 31, 2010 - June 3, 2013

RAYMOND JAMES FINANCIAL SERVICES, INC.Past·CRD# 6694

BD

Virginia Beach, VA

March 26, 2010 - June 3, 2013

BB&T INVESTMENT SERVICES, INC.Past·CRD# 33856

RIA

Portsmouth, VA

June 17, 2008 - March 26, 2010

BB&T INVESTMENT SERVICES, INC.Past·CRD# 33856

BD

Portsmouth, VA

June 17, 2008 - March 26, 2010

WELLS FARGO CLEARING SERVICES, LLCPast·CRD# 19616

RIA

Virginia Beach, VA

October 26, 2007 - June 17, 2008

WELLS FARGO CLEARING SERVICES, LLCPast·CRD# 19616

BD

Virginia Beach, VA

October 26, 2007 - June 17, 2008

MORGAN STANLEY & CO. LLCPast·CRD# 8209

RIA

Virginia Beach, VA

April 2, 2007 - July 30, 2007

MORGAN STANLEY & CO. LLCPast·CRD# 8209

BD

Virginia Beach, VA

April 2, 2007 - July 30, 2007

MORGAN STANLEY DW INC.Past·CRD# 7556

RIA

Virginia Beach, VA

October 13, 2006 - April 2, 2007

MORGAN STANLEY DW INC.Past·CRD# 7556

BD

Virginia Beach, VA

September 18, 2006 - April 2, 2007

Similar Advisors

Gregg Sessa

LPL FINANCIAL LLC

Palm Beach, FL · CRD#

View profile

David Carrow

AMERIPRISE FINANCIAL SERVICES, LLC

Rochester, MN · CRD#

View profile

KK

Kenneth Kindsvater

PRINCIPAL SECURITIES, INC.

PITTSBURGH, PA · CRD#

View profile

JL

Jose Lozano

STONEX FINANCIAL INC.

WINTER PARK, FL · CRD#

View profile

Current Firm

KP

KESTRA PRIVATE WEALTH SERVICES, LLC

CRD#: 155193 / SEC#: 801-71936

RIA

Registered Investment Advisory firm - SEC (11/22/2010 Approved)

Contact Information

Main Address

5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735

Phone Number

(844) 553-7872

# of Employees

211

SEC notice filing (53 States and Territories)

Registered to provide investment advisory services in 53 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

KESTRA PRIVATE WEALTH SERVICES, LLC ADVISORENTERPRISE WRAP FEE BROCHURE (9/22/2026)

KPWS - BROCHURE (9/22/2026)

Regulatory Assets Under Management

Total Number of Accounts

33,333

AUM (Assets Under Management)

$13,452,224,033

Accountant Surprise Examination Report

Filing Date	Form ADV-E Cover	Form ADV-E Report
12/01/2025	Cover Page	Report
12/23/2024	Cover Page	Report

Similar Advisors

Gregg Sessa

LPL FINANCIAL LLC

Palm Beach, FL · CRD#

View profile

David Carrow

AMERIPRISE FINANCIAL SERVICES, LLC

Rochester, MN · CRD#

View profile

KK

Kenneth Kindsvater

PRINCIPAL SECURITIES, INC.

PITTSBURGH, PA · CRD#

View profile

JL

Jose Lozano

STONEX FINANCIAL INC.

WINTER PARK, FL · CRD#

View profile

Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Name: 3259 Pantanal Lane Kissimmee Florida Rental Property Investment Related: No Address: 3159 Pantanal Lane Kissimmee FL 34747 Nature of Business: Real Estate Position, Title or Relationship: Owner of property, but property manager handles all operations. Start Date: 8/1/2021 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Owner. No direct activities duties or obligations. Name: Freedom Fiduciary Advisors Investment Related: Yes Address: 4445 Corporation Lane Ste 218 Virginia Beach VA 23462 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance; Investment Advisory services through an independent outside RIA Position, Title or Relationship: Managing Partner Financial Advisor Start Date: 8/19/2021 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Provide financial planning, investment advice, security selection, and portfolio management. Name: 3159 PANTANAL LANE KISSIMMEE FL 34747 POSITION: owner NATURE: Real Estate INVESTMENT RELATED: Yes # OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/03/2022 ADDRESS: 3159 Pantanal Lane, Kissimmee FL 34747 DESCRIPTION: None. Property manager handles. Name: 3724 KINGS POINT ARCH VIRGINIA BEACH VA 23452 POSITION: owner NATURE: Real Estate INVESTMENT RELATED: Yes # OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2022 ADDRESS: 3724 Kings Point Arch, Virginia Beach VA 23452, United States DESCRIPTION: receive rent Name: FREEDOM FIDUCIARY ADVISORS POSITION: Owner/ Managing Partner NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 08/19/2021 ADDRESS: 4445 Corporation Lane, Suite 218, Virginia Beach VA 23462, United States DESCRIPTION: Investment advice Financial Planning Security Selection Portfolio management Name: MAKE MONEY TUESDAY LLC POSITION: Owner NATURE: LLC used for payroll for 2 employees INVESTMENT RELATED: Yes # OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/08/2021 ADDRESS: 4445 Corporation Lane, Suite 218, Virginia Beach VA 23462, United States DESCRIPTION: Sending payroll to ADP Name: MM MAGIC RENTALS LLC POSITION: Owner NATURE: Real Estate INVESTMENT RELATED: Yes # OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 05/10/2022 ADDRESS: 909 Roy Ct, Chesapeake VA 23320, United States DESCRIPTION: Market on AirBnB and coordinate cleaning and maintenance. Communicate with tenants. Name: MAGICAL MEMORY MAKERS, LLC POSITION: Owner NATURE: Real Estate INVESTMENT RELATED: Yes # OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 01/16/2023 ADDRESS: 2928 On The Rocks Point, Kissimmee FL 34747, United States DESCRIPTION: List on AirBnB, coordinate with cleaners, handy man, contractors, manage business bank account. NAME: FREEDOM FIDUCIARY ADVISORS POSITION: Owner/ Managing Partner NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 08/19/2021 ADDRESS: 3704 Pacific Ave, Suite 200, Virginia Beach VA 23451, United States DESCRIPTION: Investment advice Financial Planning Security Selection Portfolio management

Similar Advisors

Gregg Sessa

LPL FINANCIAL LLC

Palm Beach, FL · CRD#

View profile

David Carrow

AMERIPRISE FINANCIAL SERVICES, LLC

Rochester, MN · CRD#

View profile

KK

Kenneth Kindsvater

PRINCIPAL SECURITIES, INC.

PITTSBURGH, PA · CRD#

View profile

JL

Jose Lozano

STONEX FINANCIAL INC.

WINTER PARK, FL · CRD#

View profile

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

KP

KESTRA PRIVATE WEALTH SERVICES, LLC

CRD#: 155193 / SEC#: 801-71936

RIA

Registered Investment Advisory firm - SEC (11/22/2010 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

RR

indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.

RR

Alabama
(8/19/2021)

RR

California
(9/13/2024)

RR

Colorado
(3/19/2024)

RR

Connecticut
(10/15/2026)

RR

Florida
(8/19/2021)

RR

Georgia
(8/19/2021)

RR

Illinois
(8/19/2021)

RR

Indiana
(8/19/2021)

RR

Kansas
(8/19/2021)

RR

Louisiana
(8/19/2021)

RR

Maryland
(8/19/2021)

RR

Massachusetts
(8/19/2021)

RR

Michigan
(8/19/2021)

RR

Mississippi
(8/19/2021)

RR

Nevada
(8/19/2021)

RR

New York
(8/19/2021)

RR

North Carolina
(8/20/2021)

RR

Ohio
(8/19/2021)

RR

Oklahoma
(8/19/2021)

RR

Pennsylvania
(8/19/2021)

RR

South Carolina
(8/19/2021)

RR

Texas
(8/19/2021)

RR

Virginia
(8/19/2021)

IAR

Virginia
(8/19/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.