Kestra Investment Services, LLC

Overview

Kestra Investment Services, LLC is organized as a limited liability company and is classified as an independent broker‑dealer. The firm has been SEC‑registered since 1997. Ownership is listed as a mix of a domestic entity and an individual. The snapshot data explicitly notes Kestra is not a capital allocator, is not active on ESG investing, and is not registered as a multi‑state adviser; it is also not identified as a newly formed adviser, a pension consultant, or a related adviser. The available information does not include details on advisory or specific business activities, so the profile focuses on its regulatory classification and the limited operational flags provided in the snapshot.

Assets & Accounts

Location & Offices