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Kestra RIA Brings Aboard $500 Million Team From Merrill Lynch

Kestra Private Wealth Services, a registered investment adviser subsidiary of Kestra Financial Inc., announced the addition of the financial professional team at Ohio-based Attain Wealth Partners to its platform.

“We see a level of high-touch, family-oriented charisma in the Attain Wealth Partners team that mirrors our own values, and we’re excited to bring them on board as part of our Kestra PWS community and the broader Kestra ecosystem,” said Rob Bartenstein, senior managing director and chief executive officer of Kestra PWS.

Overseeing $500 million in client assets, the team specializes in portfolio management, retirement strategies, risk management, estate strategies, supporting ultra-high-net-worth individuals and more. Kestra PWS said Attain offers a high-touch client approach with tailored services to help clients achieve their long-term financial goals.

Assets will be custodied at Fidelity NFS.

“When going independent, our primary focus was to join a firm that understands our financial goals and holds the highest standards of client service, allowing us to focus on what matters most – our clients,” said Shakir Kaka, co-founder and wealth adviser at Attain Wealth Partners. “Joining Kestra PWS allows us to develop trust and stronger, long-term relationships with our clients, working alongside like-minded partners who believe in our mission and goals.”

Prior to founding Attain Wealth Partners, the team was associated with Merrill Lynch Wealth Management.

Kestra Private Wealth Services LLC is a hybrid registered investment adviser headquartered in Austin, Texas, and supporting independent financial professional teams across the nation. Founded by industry veterans, Kestra PWS empowers advisers to transition from wirehouses and W-2 roles to independent businesses. The firm’s platform is composed of its independent RIA as a broker-dealer to provide financial professionals with an open-architecture platform and independence across both fee- and transaction-based business models. Kestra Financial Inc. provides a leading independent adviser platform to empower independent financial professionals.

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