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Donald Ross Viergever

Kestra Private Wealth Services, LLC

Rockwall, TX

Austin, TX

Plano, TX

CRD 6665496

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Employer firm

Kestra Private Wealth Services, LLC CRD 155193

$13.5B regulatory AUM 109 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Kestra Private Wealth Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-05-09
  • TX RA
    APPROVED
    Since 2024-05-09

Branch Locations

Rockwall, TX • United States

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

5801 Headquarters Dr. Suite 100, Plano, TX 75024 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Kestra Investment Services Llc Plano TX 06/2026 Present
Texas A&M University College Station TX 06/2013 05/2017
Texas A&M Rec Sports College Station TX 01/2016 05/2017
United Capital Financial Advisers Newport Beach CA 06/2017 06/2019
Goldman Sachs Plano TX 06/2019 10/2023
Kestra Private Wealth Services Plano TX 10/2023 Present
  • 06/2026 → Present
    Kestra Investment Services Llc
    Plano, TX
  • 06/2013 → 05/2017
    Texas A&M University
    College Station, TX
  • 01/2016 → 05/2017
    Texas A&M Rec Sports
    College Station, TX
  • 06/2017 → 06/2019
    United Capital Financial Advisers
    Newport Beach, CA
  • 06/2019 → 10/2023
    Goldman Sachs
    Plano, TX
  • 10/2023 → Present
    Kestra Private Wealth Services
    Plano, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-03-27
  • S65 Uniform Investment Adviser Law Examination
    2024-03-27
Designations
  • Certified Financial Planner

View on SEC IAPD

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