Kestra Financial leads the industry in wealth management, service and technology solutions, and practice enrichment. Our independent RIA and broker/dealer services are powered by over 20 years of industry experience and are taking flight to elevate the level of personalized service you deserve. 

Kestra Financial gives our independent financial advisors unmatched opportunities to grow their business. When you partner with us, you are investing in a partnership that enables you to see your entire practice more clearly. 

Meet Kestra at KestraFinancial.com.

Learn about Kestra Private Wealth Services at KestraFinancial.com/Private-Wealth/.

Kestra Financial, Inc. is the parent company of Kestra Investment Services, LLC member FINRA/SIPC and of Kestra Private Wealth Services, LLC, Kestra Advisory Services, LLC, and Kestra Institutional Services, LLC. Fusion is a platform of Kestra Financial, Inc. PartnersFinancial and Benefits Partners are platforms of NFP Insurance Services, Inc. NFP is not an affiliate of Kestra Financial, Inc.

Kestra Financial

February Flight School is now complete! ✈ 

Attendees joined the Kestra Financial squad for an engaging two-day in-person orientation on empowering financial success with Kestra's core systems and processes. 

Want to learn more about our next Flight School? Whether you are brand new to the industry or have been a part of it for years, Flight School is designed to help our partners succeed alongside the Kestra family. 

Flight School is focused on:
✔️ Learning the ins and outs of Kestra's systems and the process for opening/maintaining accounts
✔️ Introducing our advisors to the different departments within Kestra 
✔️ Spending time with the Kestra Compliance and Sales Supervision teams
✔️ Showingcasing frequently performed tasks like asset movement

The outcome? Helping advisors and their firms soar.  

Congratulations are in order! 👏 

We’re proud to announce our friends at Evoke Wealth Management as winners of the #KestraAscend Community Service Award. This accolade is awarded to firms who are paving the way by bettering the lives of their clients and the broader community. 

The Evoke team donated their award winnings to TAARA, a foundation built to help raise awareness, advocacy and rehabilitation for human trafficking survivors.

At Kestra Private Wealth Services, we're dedicated to helping advisors build a thriving business. 

We love supporting founders like J. David Bayarena, CFP®, AIF®, MBA, Founder & Director of Wealth Planning at Kaizen Wealth Planning. Check out why David was attracted to Kestra PWS.

Daniel Schwamb, EVP of Business Development, said it best: "The main driver of Kestra Financial's growth in 2023 is our unwavering commitment to helping advisors maximize the value of their firms and provide best-in-class support to clients." 

Read more about our record recruiting results this past year from John Manganaro at ThinkAdvisor: https://lnkd.in/eWv6k-A4

Last week at #KestraAscend we heard from Mick Ebeling, Founder & CEO at Not Impossible, who broke down the word "impossible" and the implications it has on an organization, including how overcoming impossible can help innovation.

Robotics Fund Investment Opportunities is a competitor of Kestra Financial, offering investment opportunities in the robotics industry.

Robotics Fund Investment Opportunities

Solovis is a competitor of Kestra Financial, providing wealth management and multi-asset class portfolio management solutions.

Solovis

H.D. Vest Financial Services is a competitor of Kestra Financial, offering financial services and products to financial professionals.

H.D. Vest Financial Services

SagePoint Financial Inc is a competitor of Kestra Financial, providing financial services and products to financial professionals.

SagePoint Financial Inc

Royal Alliance Associates Inc is a competitor of Kestra Financial, offering financial services and products to financial professionals.

Royal Alliance Associates Inc

CUSO Financial Services LP is a competitor of Kestra Financial, providing financial services and products to financial professionals.

CUSO Financial Services LP

Cambridge Investment Research Inc is a competitor of Kestra Financial, offering financial services and products to financial professionals.

Cambridge Investment Research Inc

MassMutual is a competitor of Kestra Financial, offering financial services and products to financial professionals.

MassMutual

American Family Insurance is a competitor of Kestra Financial, providing insurance and financial services to individuals and businesses.

American Family Insurance

Price Wealth is a competitor of Kestra Financial, offering wealth management services and products to clients.

Price Wealth

Sheridan Road is a competitor of Kestra Financial, providing comprehensive financial services and wealth management solutions.

Sheridan Road

FIM Group is a competitor of Kestra Financial, offering wealth management and investment services to clients.

FIM Group

Kestra Financial is an independent wealth management firm that offers a platform of services and products to financial professionals, enabling them to provide comprehensive financial services to their clients. The firm emphasizes a client-centric approach and provides technology, resources, and support to help advisors grow their businesses.

news impact assignment basic	general
public peers	general	May 16, 2024 12:43 PM	b817d332
news daily refresh	general
news processing daily refresh	general
news impact assignment daily	general
news processing basic	general
company summary	general
signals	general
crunchbase trigger	general
crunchbase profile	general
li profile	general	May 16, 2024 12:43 PM	f1fa4219
translate crunchbase fundingrounds	general
peers	general
news basic	general
bundesanzeiger	filings
merger acquisitions	company_analysis
financials download nd	financials
private financials	financials

COM:KESTRAFINANCIAL

Kestra Financial