Kestra Financial

Kestra Financial is a prominent independent broker-dealer and financial services platform that supports financial professionals and investors. Established in 2000 as part of National Financial Partners, it has grown into a national wealth management platform, serving over 2,400 independent financial advisors across the United States. The company operates under Kestra Holdings and is regulated by the SEC and FINRA. Kestra Financial offers a variety of services to enhance the capabilities of financial professionals. These include investment advisory services, practice enrichment solutions, and technology platforms that improve operational efficiency. The company also provides back office operations management, succession planning, and integrated trust and estate planning services through partnerships. With assets under advisement exceeding $123 billion, Kestra Financial plays a significant role in the wealth management industry, empowering advisors to deliver exceptional client service.