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.

James Poer

Kestra Financial

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.

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.

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Company Name	Kestra Financial
Symbol
MSH ID	COM:KESTRAFINANCIAL
Market	PRIVATE
Sector	Financial Services & Finance
Industry	Financial Services
Country	US
Stage
Employee Count	368
Website	kestrafinancial.com
LinkedIn	kestra-financial
Founders

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Monthly Web Traffic	10.13K
Web Traffic Growth	-0.85
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COM:KESTRAFINANCIAL

Kestra Financial

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