What Investors Need To Know About Banking Turmoil in the U.S.

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CD Wealth Management
16400 Dallas Parkway, Suite 310
Dallas, TX 75248
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  • Our Approach
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    • The Power of Independence
  • About Us
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    • In the Community
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Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. CD Wealth Management and Bluespring Wealth Partners, LLC are affiliated with Kestra IS and Kestra AS. Certified Financial Planner Board of Standards Inc., owns the certification marks CFP, Certified Financial Planner tm, and CFP (with flame logo), in the US, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Kestra IS and Kestra AS do not provide legal or tax advice. Any decisions whether to implement any ideas on this website should be made by the client in consultation with professional financial, tax and legal counsel.

This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the Kestra IS Compliance Department at 844-553-7872.

Investor Disclosures: https://www.kestrafinancial.com/disclosures

To be named to the Barron’s Top 1200 Financial Advisors 2023, researched and managed by Barron’s, a wealth manager must meet objective eligibility and evaluation criteria, including submitting data to a survey about their practice, which Barron’s verifies with regulatory databases. The data is then applied to a ranking formula with three major categories of calculations: assets, revenue and quality of practice. About 6.000 wealth managers nationwide were considered for the award, and 1,200 were selected. Wealth managers do not pay a fee to be considered or placed on the final list of 2023 Top 1,200 award winners. The 2023 Top 1,200 award is not indicative of the wealth manager’s future performance.

To be named to the Forbes Best-in-State Wealth Advisors 2022, researched and managed by Shook Research, a wealth manager is chosen based on an algorithm of qualitative and quantitative criteria, including in-person interviews, industry experience, compliance records, revenue produced and assets under management, as well as meet basic objective requirements associated with wealth managers who provide quality services to their clients. Almost 35,000 wealth managers nationwide were considered for the award, and more than 6,500 were selected. Wealth managers do not pay a fee to be considered or placed on the final list of Forbes Best-in-State Wealth Advisors 2022.The Forbes Best-in-State Wealth Advisors 2022 award is not indicative of the wealth manager’s future performance.

To be named to AdvisorHub’s list of Advisors to Watch, researched and managed by AdvisorHub, wealth managers were ranked based on scope of practice, measured by assets, production and level of service; growth of practice, measured by year-over-year growth in assets, households and production; and professionalism, which includes regulatory record, community service and team diversity. A wide range of practices, along with 189 firms and RIAs were considered, and 500 advisors were selected across various categories. Wealth managers do not pay a fee to be considered or placed on the final list of Advisors to Watch, nor is the award indicative of the wealth manager’s future performance.

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