Kestra Financial Employee Directory

Financial ServicesTexas, United States201-500 Employees

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.

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Kestra Financial Global Highlights

North America
724

United States Of America
720
Canada
3
Mexico
1

Europe
6

United Kingdom Of Great Britain And Northern Ireland
4
Finland
1
Lithuania
1

Asia
3

India
3

Africa
1

Nigeria
1

Oceania
1

Australia
1

Kestra Financial's Leadership

J. B.
CFO
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R. K.
Vice President | Business Development
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F. K.
Vice President Of Business Development
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W. M.
VP Finance
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J. V. A.
Head Of Wealth Management, Executive Vice President
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J. H.
Head Of Planning, Wealth Management
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T. H.
Head Of Retirement Plans
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L. C.
Head Of Marketing
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Kestra Financial Employee Metrics

100%

50%

0%

2024

2023

Engineering
Analytics
Accounting
Finance
Operations
Other

Contact profiles from Kestra Financial

Name

Title

Contact Info

Location

Last Update

S. L.
President
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United StatesTexas
Nov 15, 2024
R. B.
Ceo, Private Wealth Services
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United StatesCalifornia
Jul 05, 2024
J. B.
CFO
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United StatesTexas
Nov 15, 2024
J. P.
President & Ceo
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United StatesTexas
Nov 15, 2024
C. L.
Executive Assistant To The President And Evp Of Wealth Management
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United StatesTexas
Oct 23, 2024
G. C.
President, Chief Executive Officer, Chief Investment Strategist
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Oct 17, 2024
G. V.
Managing Partner - Weath Advisor - Heritage Wealth Management Group
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Oct 17, 2024
J. O.
Managing Partner At O'keeffe Financial Partners Llc & Financial Advisor
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United StatesNew Jersey
Nov 08, 2024
K. E.
Partner
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Email
Oct 16, 2024
K. C.
Executive Vice President + Chief Operating Officer
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Email
United StatesTexas
Nov 15, 2024

Frequently Asked Questions

What is Kestra Financial known for?

Kestra Financial operates in the Financial Services industry. The company's main headquarters is located in 5707 Southwest Parkway Building 2 Suite 400 Austin, TX 78735 US; you can contact the main corporate office by phone at

+1-800-880-****

. Explore Kestra Financial's company overview page for more information.

What is Kestra Financial's most common email format?

Kestra Financial employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Kestra Financial email formats with LeadIQ.

How many employees does Kestra Financial have currently?

Kestra Financial has approximately 381 employees as of September 2024. These team members are located across 5 continents, including North AmericaEuropeAsia.

Who are Kestra Financial's key employees and leadership?

As of September 2024, Kestra Financial's key employees include:

CFO: J. B.
Vice President | Business Development: R. K.
Vice President Of Business Development: F. K.
VP Finance: W. M.
Head Of Wealth Management, Executive Vice President: J. V. A.

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