Kestra Private Wealth Services LLC
Legal Name: KESTRA PRIVATE WEALTH SERVICES, LLC
Full Contact Details
Kestra Private Wealth Services LLC
5707 SOUTHWEST PARKWAY, BLDG. 2 STE 400, AUSTIN, TX
844-553-7872
Other Info
Kestra Private Wealth Services, LLC is a VA Limited Liability Company with 69 employees, all of whom serve in advisory roles. With only 9 clients, the firm's SEC status is listed as Approved and its registration with the U.S. Securities and Exchange Commission dates back to Nov 22, 2010.
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
VICE PRESIDENT owns less than 5%
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JOHN PATRICK VANDERHEYDEN
VICE PRESIDENT owns less than 5%
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KESTRA FINANCIAL, INC.
MANAGING MEMBER owns 75% or more
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KRISTEN LAWLESS CHESTER
VICE PRESIDENT owns less than 5%
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MARK PAUL SCHOENBECK
VICE PRESIDENT owns less than 5%
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MICHAEL ROSS PEDLOW
CHIEF COMPLIANCE OFFICER owns less than 5%
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ROBERT BREDT NORWOOD
VICE PRESIDENT, SECRETARY owns less than 5%
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ROBERT MASON BARTENSTEIN
CHIEF EXECUTIVE OFFICER, PRESIDENT owns less than 5%
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YIN YIN
ASSISTANT SECRETARY owns less than 5%
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KEVIN LEE WITT
SVP, CHIEF TECHNOLOGY OFFICER/CHIEF INFORMATION SECURITY OFFICER 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%