-

Kindred Wealth Partners and Kestra Private Wealth Services Welcome Veteran Advisor Tim Semke to Independence

AUSTIN, Texas--(BUSINESS WIRE)--Kestra Private Wealth Services (Kestra PWS), a registered investment adviser subsidiary of Kestra Financial, Inc., today announced that Tim Semke, CFP®, has joined its community of independent financial professionals in partnership with Kindred Wealth Partners (Kindred), a Pennsylvania-based wealth management firm affiliated with Kestra PWS.

Semke brings over 20 years of industry experience and $185 million in client assets under management to Kindred. Specializing in complex financial planning with a strong background in corporate benefits and tax planning, he brings a client-focused approach to the specialized services he provides.

Semke’s decision to partner with Kindred and Kestra PWS was driven by his desire for greater control, personalized support, and the ability to leverage industry-leading technology and resources.

“I want to make a meaningful difference for my clients, and Kindred’s culture and values align perfectly with that mission,” said Semke. “Kestra PWS offers robust resources, operational support, and technology that will allow me to dedicate more time and attention to the people I serve. Joining Kindred means having the best of both worlds: an established, respected firm and the freedom to work outside of a wirehouse environment.”

“We’re thrilled to have Tim join the Kindred team, and by extension, Kestra PWS,” said Rob Bartenstein, Founder and President of Kestra PWS. “His extensive experience, client-first approach, and dedication to personalized service make him an ideal fit. We look forward to supporting his growth, and also that of Kindred Wealth Partners, as they continue to build strong, lasting relationships with clients.”

About Kestra Private Wealth Services

Kestra Private Wealth Services, LLC (Kestra PWS) is a hybrid registered investment advisor (RIA) headquartered in Austin, TX and supporting independent financial professional teams across the nation. Founded by industry veterans, Kestra PWS empowers advisors to transition seamlessly from wirehouses and W-2 roles to independent businesses. The firm’s platform is composed of its independent RIA and a broker-dealer to provide financial professionals with an open-architecture platform and independence across both fee- and transaction-based business models. The firm’s comprehensive support covers every detail of transition, from office setup to compliance, freeing advisors to focus on serving clients and growing their wealth management businesses. Kestra PWS has helped more than 125 financial professionals and more than 50 single- and multi-team offices across the country find independence with their full-service support model. For more information, visit http://www.kestrafinancial.com/private-wealth-services.

Kestra Financial, Inc. (Kestra Financial) provides a leading independent advisor platform that empowers independent financial professionals – including traditional and hybrid RIAs – to prosper, grow, and provide superior client service. Kestra Financial offers advisors and firms personalized support, integrated business management technology, and access to a collaborative community of like-minded financial professionals, ultimately enabling their growth, success, and ability to best support their own clients.

The Kestra Financial division includes Kestra Private Wealth Services, LLC (Kestra PWS), Kestra Advisory Services, LLC (Kestra AS) and Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Securities offered through registered representatives of Kestra IS. Investment advisory services offered through appropriately licensed representatives of Kestra AS or Kestra PWS. Except for the referenced Kestra companies, Kestra IS, Kestra AS, or Kestra PWS are not affiliated with other entities referenced in this publication.

Contacts

Vested for Kestra Private Wealth Services
Kestra@fullyvested.com

Kestra Private Wealth Services


Release Versions

Contacts

Vested for Kestra Private Wealth Services
Kestra@fullyvested.com

More News From Kestra Private Wealth Services

Kestra Holdings Unveils Kestra Investor Solution to Support Client Performance Reporting

AUSTIN, Texas--(BUSINESS WIRE)--Kestra Holdings, a leading wealth management company serving independent financial professionals and firms nationwide, today announced the development of a new client portal experience for its affiliated advisors. Called the Kestra Investor Solution, the new performance reporting and client portal experience will come with elevated levels of technology and service support for advisors and their end-investor clients. The Kestra Investor Solution is powered by Adde...

Bluespring Wealth Partners Welcomes $2.3 Billion SHP Financial

AUSTIN, Texas--(BUSINESS WIRE)--Bluespring Wealth Partners (Bluespring), a leading acquirer of RIAs and wealth management firms, today announced the acquisition of financial planning firm SHP Financial (SHP). A growth-oriented company that’s looking to expand on their past and current success, the SHP team is known for their disciplined approach to providing mass-affluent and high-net-worth clients with comprehensive financial planning services, grounded in a strong internal culture and a relat...

Bluespring Wealth Partners Welcomes $600M Coghill Investment Strategies

AUSTIN, Texas--(BUSINESS WIRE)--Bluespring Wealth Partners (Bluespring), a leading acquirer of RIAs and wealth management firms, today announced its partnership with wealth management firm Coghill Investment Strategies. Through this acquisition, Pittsburgh-based Coghill Investment Strategies is now part of Bluespring’s community of high-performing advisory firms. Financial professionals with Coghill Investment Strategies oversee approximately $600 million in assets under management. A 40-year i...
Back to Newsroom