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.

Kestra Events

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Owner

Beth Phillips

Executive Vice President and General Counsel

Bredt Norwood

Joel Bennett

Head of Cyber Security and Risk | Chief Information Security Officer (CISO)

Kyle Weckman

Company Owner

Lashanna Richardson

Accounts Payable Specialist II

Michael Blackman

Michael Westbrooks

EVP, Chief Compliance Officer

Mike Pedlow

CEO, Private Wealth Services

Rob Bartenstein

Vice President, Business Development

Ashley Green

Terence G. Hickey

Registered Representative

James Poer

Founder, President & CEO

Investment Advisor Representative

Stephen Langlois

President

United States Acquired Companies With More Than 50 Employees (Top 10K)

United States Finance Companies (Top 10K)

Financial Services Companies With More Than $1M in Revenue (Top 10K)

Southern US Acquired Companies With More Than $10M in Revenue

Kestra Financial, Inc. provides a leading independent advisor platform that empowers sophisticated independent financial professionals, including traditional and hybrid RIAs, to prosper, grow and provide superior client service. With a culture rich in reinvention and advisor advocacy, we’ve developed integrated business management technology that, combined with our personalized consulting services, offers exceptional scale and efficiency.

Headquartered in the “Silicon Hills” of Austin, Texas, Kestra Financial offers an experience as unique as the city in which it operates. The firm supports more than 1,700 independent financial advisors in delivering comprehensive securities and investment advisory services to their clients. Kestra Financial is the parent company of Kestra Investment Services, LLC, member FINRA/SIPC, and of Kestra Advisory Services, LLC, Kestra Private Wealth Services, LLC, and Kestra Institutional Services, LLC, all federally registered investment advisers. For more information about Kestra Financial,

Austin

Texas

United States

North America

Kestra Financial Brings In $1.4 Billion Wealth Empowerment Financial Strategies Team

Telarus Welcomes Julie Peoples as New Chief Customer Officer

Kestra Financial Improving Alternative Investment Offerings Through iCapital Expansion

Kestra Financial Welcomes $400 Million Lodi Wealth Advisors

Kestra Investment Management Reaches $2 Billion in Assets Under Management

Kestra adds $400M firm to expand New York presence

Kestra Financial Welcomes $600 Million Borger Financial Services

Kestra Financial Recruits $600 Million New York Advisor Team

A centralized technology platform that integrates various business applications for financial professionals, offering tools for client data management, trading, compliance, and more.

Consulting services focusing on strategy, financial management, marketing, people and performance, operational efficiency, and wealth management to help financial professionals grow their businesses.

Customized onboarding and transition services to help financial professionals move their book of business to Kestra Financial with minimal disruption.

Services to help financial professionals maintain regulatory compliance, including sales supervision and advertising compliance.

Flexible, secure technology solutions that integrate with existing business platforms to drive efficiency and support business operations.

A full-service model offering support for financial professionals transitioning from wirehouses to independent practices, including real estate, equipment, compliance, and technology support.

India

Asia

Pakistan

Chile

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Ukraine

Europe

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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.

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