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Kestra Financial, founded 2026, is a 454 Privately Held in the Financial Services industry headquartered in Austin, TX 78735, US.
The team focuses on Broker/Dealer Services, Asset Management Services, Integrated Technology Platform, Advisor and Staff Training, Concierge Service, among other areas.
Kestra Financial operates within the financial services industry, headquartered in Austin, Texas. The organization provides wealth management, service, and technology solutions alongside practice enrichment tools for independent Registered Investment Advisors and broker/dealers. With over two decades of industry experience, the company focuses on delivering personalized service and helping advisors gain a clearer view of their entire practice operations.
The firm offers independent financial advisors opportunities to expand their businesses through a partnership model designed to support growth and operational clarity. Kestra Financial, Inc. serves as the parent company for several subsidiaries, including Kestra Investment Services, LLC, which is a member of FINRA and SIPC, as well as Kestra Private Wealth Services, LLC, Kestra Advisory Services, LLC, and Kestra Institutional Services, LLC. The company also manages specific platforms such as Fusion, while PartnersFinancial and Benefits Partners operate under NFP Insurance Services, Inc., which maintains a separate corporate relationship from Kestra Financial, Inc.
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