Kestra Advisory Services LLC
Legal Name: KESTRA ADVISORY SERVICES, LLC
Full Contact Details
Kestra Advisory Services LLC
5707 SOUTHWEST PARKWAY, BUILDING 2, SUITE 400, AUSTIN, TX
8445537872
Other Info
Kestra Advisory Services LLC, legally registered as KESTRA ADVISORY SERVICES, LLC, is a prominent limited liability company based in TX. With a team of 1291 advisors, the firm provides financial advice to its extensive clientele of 4418 clients. The firm's SEC status is currently approved, and it has been registered since Dec 31, 1998.
Kestra Financial - Industry-Leading Independent Broker Dealer
An industry-leading independent broker dealer for over 20 years, Kestra Financial leads the industry in wealth management, practice enrichment, service and technology solutions.
Direct Owners
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JAMES LYNN POER
PRESIDENT owns less than 5%
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JOEL VAN BENNETT
SVP, CHIEF FINANCIAL OFFICER owns less than 5%
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JOHN PATRICK VANDERHEYDEN
EVP, STRATEGIC INITIATIVES owns less than 5%
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KESTRA FINANCIAL, INC.
MANAGING MEMBER owns 75% or more
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KEVIN LEE WITT
SVP, CHIEF TECHNOLOGY OFFICER owns less than 5%
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KRISTEN LAWLESS CHESTER
CHIEF OPERATING OFFICER owns less than 5%
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MARK PAUL SCHOENBECK
EVP, NATIONAL SALES DIRECTOR owns less than 5%
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MICHAEL ROSS PEDLOW
SVP, CHIEF COMPLIANCE OFFICER owns less than 5%
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ROBERT BREDT NORWOOD
EVP, GENERAL COUNSEL owns less than 5%
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YIN YIN
CONTROLLER owns less than 5%
Indirect Owners
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KESTRA ADVISOR SERVICES HOLDINGS A, INC
OWNER owns 75% or more
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KESTRA ADVISOR SERVICES HOLDINGS B, INC
OWNER owns 75% or more
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KESTRA ADVISOR SERVICES HOLDINGS C, INC
OWNER owns 75% or more
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KESTRA FINANCIAL HOLDINGS LP
OWNER owns 75% or more
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TRIDENT VI PARALLEL FUND, L.P.
LIMITED PARTNER owns more than 25% but less than 50%
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TRIDENT VI, L.P.
LIMITED PARTNER owns more than 25% but less than 50%
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KINGFISHER HOLDING A, INC.
OWNER owns 75% or more
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KINGFISHER HOLDING B, INC.
OWNER owns 75% or more
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KINGFISHER HOLDING GP, LLC
GENERAL PARTNER
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KINGFISHER HOLDING, L.P.
OWNER owns 75% or more
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WARBURG PINCUS FINANCIAL SECTOR, L.P.
LIMITED PARTNER owns more than 25% but less than 50%