Kestra Investment Services, LLC
Firm details
- Headquarters
- Austin, Texas
- CRD number
- 42046
- Registered since
- March 7, 1997
- Website
- www.kestrafinancial.com
Firm profile
FINTRXOverview
Kestra Investment Services, LLC is organized as a limited liability company and is classified in FINTRX as an independent broker-dealer. The record shows the firm has an SEC registration dating back to 1997. Ownership is listed as a combination of a domestic entity and an individual. FINTRX flags for Kestra Investment Services indicate it does not function as a capital allocator and is not identified as an active ESG investor, multi-state adviser, newly formed adviser, pension consultant, or related adviser. The platform does not list specific advisory activities, fee schedule, or client base details for the firm.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 85
Michael Hanley
President, CEOCRD 1308246
Todd Robison
President, CEOCRD 2443377
Scott Zegers
Chief Financial OfficerCRD 4831659
Contacts
3 of 1896
Jason Hoover
Financial AdvisorCRD 5928260
Kayte Daino
Field AssistantCRD 6031894
Roan Sullivan
Investment Advisor RepresentativeCRD 7273911
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Austin, TX
Travis
Location
Austin, TX
Headquartered in Austin, TX, in the South of the United States.
- Region
- South
- County
- Travis
- Address
- 5707 Southwest Pkwy
- Time zone
- CT (UTC-6)
- Office locations
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