Nazneen S Kaka

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2022 → 05/2024
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Zanesville, OH
• 09/2021 → 05/2022
  Fox Rehabilitation At Bickford Of Lancaster Ohio
  Lancaster, OH
• 08/2016 → 09/2021
  Athletico Physical Therapy
  Oak Park, IL
• 08/2022 → 05/2024
  Bank Of America, N.A.
  Zanesville, OH
• 05/2024 → Present
  Kestra Investment Services, Llc
  Zanesville, OH
• 05/2024 → Present
  Kestra Private Wealth Services, Llc
  Zanesville, OH

Previous Registrations

• 2022-11-04 → 2024-05-10
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Zanesville, OH
  New York, NY

Other Businesses

Business Name: ATTAIN WEALTH PARTNERS POSITION: Financial Advisor NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 05/08/2024 ADDRESS: 3983 Northpointe Dr, Zanesville OH 43701, United States DESCRIPTION: Holistic Financial Planning Business Name: W.K.T.B LLC POSITION: Owner/Member NATURE: For tax purposes only INVESTMENT RELATED: Yes NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 3 START DATE: 05/09/2024 ADDRESS: 3983-2 Northpointe Dr, Zanesville OH 43701, United States DESCRIPTION: Wealth Advisor for Attain Wealth Partners

Exams

• S66 Uniform Combined State Law Examination
  2022-10-31

Other Names

• Nazneen Kaka