Pleasant Wealth, LLC Information

Pleasant Financial Conversations about your retirement. At Pleasant Wealth, our mission is to reliably guide people to thrive financially in this noisy world. We do this by creating the space for real conversations that spur financial growth. What matters most to us? ⚬ Consistency: A long-term, common sense, and data driven approach to personal finance. ⚬ Candor: Real, impactful conversations about your money and your life. ⚬ Attention: Take financial action on what matters most ________ Disclaimer: Securities offered through Kestra Investment Services, LLC, (Kestra IS), member FINRA (www.finra.org) / SIPC (www.sipc.org). Investment Advisory Services offered through Kestra Advisory Services, LLC, (Kestra AS) an affiliate of Kestra IS. Pleasant Wealth, LLC is not affiliated with Kestra IS or Kestra AS. Neither Kestra IS nor its affiliates provide legal or tax advice. This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, 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 our Compliance department at 737-443-2582. https://brokercheck.finra.org Investor disclosures: https://bit.ly/KF-Disclosures