Kestra Financial Employee Directory

Financial ServicesTexas, United States201-500 Employees

Kestra Financial offers independent RIA and broker/dealer services to wealth managers, focusing on wealth management, service delivery, and practice enrichment. The company supports independent financial advisors seeking to grow their practices and gain a clearer view of their business. Based in Austin, Texas, Kestra Financial leverages more than 20 years of industry experience to provide a structured platform for advisory firms.

Kestra Financial operates as the parent company for several affiliated entities, including Kestra Investment Services, Kestra Private Wealth Services, Kestra Advisory Services, and Kestra Institutional Services. In April 2026, Kestra Private Wealth Services formed a partnership with Bluespring Wealth Partners to advance collaboration in the wealth management field.

Find Kestra Financial employees' phone numbers or email addresses

Kestra Financial Global Highlights

Location
Employees

North America
566

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  • United States Of America
    561
  • Canada
    4
  • Mexico
    1

Asia
6

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  • India
    6

Europe
4

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  • United Kingdom Of Great Britain And Northern Ireland
    2
  • Finland
    1
  • Sweden
    1

Kestra Financial's Leadership

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    B. T.
    Vp Business Development
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    A. S.
    Vice President Of Business Development
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    D. S.
    Vice President Of Business Development
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    D. S.
    Vice President Of Business Development
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    G. C.
    President, Chief Executive Officer, Chief Investment Strategist
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    S. L.
    President
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    A. S.
    Head Of Data, Analytics And Ai
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  • Stylized image of a person
    J. O.
    Managing Partner At O'keeffe Financial Partners Llc & Financial Advisor
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Kestra Financial Employee Metrics

100%
50%
0%
2026
2025
  • Engineering
  • Analytics
  • Accounting
  • Finance
  • Operations
  • Other
  • Banking
  • Education
  • Product Management
  • Information Technology

Contact profiles from Kestra Financial

Name
Title
Contact Info
Location
Last Update
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    J. O.
    Managing Partner At O'keeffe Financial Partners Llc & Financial Advisor
    Phone icon
    United StatesNew Jersey
    Feb 17, 2026
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    G. C.
    President, Chief Executive Officer, Chief Investment Strategist
    Phone icon
    Oct 17, 2024
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    G. V.
    Managing Partner - Weath Advisor - Heritage Wealth Management Group
    Phone icon
    Oct 17, 2024
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    K. E.
    Partner
    Phone icon
    Oct 16, 2024
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    S. L.
    President
    Phone icon
    United StatesMassachusetts
    Aug 14, 2023
  • Stylized image of a person
    B. T.
    Vp Business Development
    Phone icon
    United StatesGeorgia
    Apr 16, 2026
  • Stylized image of a person
    J. C.
    Evp, Head Of Business Development
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    United StatesMichigan
    Apr 28, 2026
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    A. S.
    Head Of Data, Analytics And Ai
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    United StatesNew Jersey
    Jun 01, 2026
  • Stylized image of a person
    G. G.
    Client Service- Vp, Head Of Advisor Onboarding
    Phone icon
    United States
    Mar 26, 2026
  • Stylized image of a person
    A. S.
    Vice President Of Business Development
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    Mar 25, 2026

Frequently Asked Questions

What is Kestra Financial known for?

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Kestra Financial operates in the Financial Services industry. The company's main headquarters is located in 5707 Southwest Parkway Building 2 Suite 400 Austin, Texas 78735 United States; you can contact the main corporate office by phone at . Explore Kestra Financial's company overview page for more information.

What is Kestra Financial's most common email format?

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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?

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Kestra Financial has approximately 458 employees as of June 2026. These team members are located across 3 continents, including North AmericaAsiaEurope.

Who are Kestra Financial's key employees and leadership?

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As of June 2026, Kestra Financial's key employees include:

  • Vp Business Development: B. T.
  • Vice President Of Business Development: A. S.
  • Vice President Of Business Development: D. S.
  • Vice President Of Business Development: D. S.
  • President, Chief Executive Officer, Chief Investment Strategist: G. C.

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