Rob Bartenstein Email & Phone Number

With over 20 years of experience in the financial industry, I am a seasoned and recognized leader in the field of independent investment management. My core competencies include developing entrepreneurs, executing innovative growth strategies, providing a comprehensive platform experience while creating a culture of excellence and collaboration. As the CEO of Kestra Private Wealth Services, I am passionate about empowering wirehouse advisors to achieve independence and business ownership leveraging the robust Kestra Financial platform.In my current role, I oversee the operations, growth, and performance of Kestra PWS, a stand-alone registered investment advisor that serves high-net-worth clients across the country. I am responsible for establishing and maintaining strategic partnerships, enhancing client satisfaction and retention, and ensuring compliance and risk management. I also work with a talented and diverse team of professionals, who share my vision of setting experience free and delivering superior value to our clients. Some of the skills that I use and develop in this role are investment management, investment strategies, financial advisory, business ownership, culture formation and leadership.

Listed skills include Wealth Management, Investments, Investment Advisory, Series 7, and 30 others.