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Kestra Nabs Five More Advisors Managing $250M

By Alex Padalka April 7, 2017

Five financial advisors who previously collectively oversaw $250 million at their broker-dealers have joined the independent advisor platform Kestra Financial, the company says in a press release.

Jeremy Swank, Rob Danuloff, Rob Hassmann, Greg Kibler and Debbie Williams have formed The Strategic Wealth Management Group, according to the press release. The practice will offer portfolio management, estate and retirement planning, as well as retirement plan and insurance services for business, according to Kestra, which also says that it supports more than 1,700 independent financial advisors.

Danuloff says in the press release that Kestra’s “sophisticated technology” will let the group stay on top of financial planning trends.

Prior to joining Kestra, Swank spent six years with Summit Brokerage Services, after a stint at LPL Financial, according to his BrokerCheck profile.

Hassmann and Kibler were both with Summit for two years before joining Kestra, according to BrokerCheck. Danuloff comes in after two years at Sterne Agee Financial Services, and has also worked in the past at LPL, according to BrokerCheck. Williams joined Kestra last year after nine years at Edward Jones, according to her BrokerCheck profile.

In February, Kestra lost several advisors who collectively oversaw $168 million to Ameriprise.

But 34 new advisory teams joined Kestra’s network since the company was spun off from insurance broker NFP a year ago, as reported previously.