Kestra Financial, Inc. is the parent company of Kestra Investment Services, LLC (Kestra IS) member FINRA/SIPC, Kestra Advisory Services, LLC (Kestra AS), Kestra Private Wealth Services, LLC (Kestra PWS), and Kestra Institutional Services, LLC. Kestra IS is a registered broker-dealer.
Headquartered in Austin, Texas, Kestra Financial provides an industry-leading platform that empowers sophisticated independent financial professionals to provide clients with superior service. With an energetic culture rich in reinvention and advocacy, they’ve developed integrated business management technology that offers exceptional scale and efficiency.
Financial professionals who partner with Kestra Financial have access to a wide range of tools and services they can use to help clients achieve their financial goals, including investment advisory, brokerage, and insurance services. Before being offered to clients, certain products must pass a rigorous vetting and due diligence process performed by a team of experienced professionals at Kestra Financial.
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Through Kestra Investment Services, LLC we have access to some of the nation’s leading investment companies and offer a broad range of products and services.
Founded in 1997, Kestra Financial has been an industry-leading independent broker dealer for over 25 years. Kestra Financial leads the industry in wealth management, practice enrichment, service and partners with top insurance and consultants who provides employee benefits, property & casualty insurance, retirement services, and individual insurance and wealth management solutions.
1. As of Dec. 31, 2021, assets include Kestra Investment Services, LLC, Kestra Advisory Services, LLC, Kestra Private Wealth Services, LLC, and Kestra Institutional Services
2. As of Dec. 31, 2021, assets include Kestra Advisory Services, LLC, Kestra Private Wealth Services, LLC, and Kestra Institutional Services
3. As of Dec. 31, 2021, includes the combined revenue of Kestra Financial, Inc. and its subsidiaries