Team Kestra is reporting live from The Hill! Today, Kestra executives, including Stephen Langlois, Kara Murphy, CFA, John V. Amore, Mark Schoenbeck, CFP®, Mike Pedlow, Ben Brajtbord, and Laura Coulston, joined Financial Services Institute (FSI) to advocate for Main Street Americans' access to professional financial advice. Check out some highlights from our trip to our nation's capital. #FSIForum
Kestra Financial
Financial Services
Austin, TX 14,123 followers
The industry-leading, independent advisor platform that empowers your success.
About us
Kestra Financial leads the industry in wealth management, service and technology solutions, and practice enrichment. Our independent RIA and broker/dealer services are powered by over 20 years of industry experience and are taking flight to elevate the level of personalized service you deserve. Kestra Financial gives our independent financial advisors unmatched opportunities to grow their business. When you partner with us, you are investing in a partnership that enables you to see your entire practice more clearly. Meet Kestra at KestraFinancial.com. Learn about Kestra Private Wealth Services at KestraFinancial.com/Private-Wealth/. Kestra Financial, Inc. is the parent company of Kestra Investment Services, LLC member FINRA/SIPC and of Kestra Private Wealth Services, LLC, Kestra Advisory Services, LLC, and Kestra Institutional Services, LLC. Fusion is a platform of Kestra Financial, Inc. PartnersFinancial and Benefits Partners are platforms of NFP Insurance Services, Inc. NFP is not an affiliate of Kestra Financial, Inc.
- Website
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http://KestraFinancial.com
External link for Kestra Financial
- Industry
- Financial Services
- Company size
- 201-500 employees
- Headquarters
- Austin, TX
- Type
- Privately Held
- Specialties
- Broker/Dealer Services, Asset Management Services, Integrated Technology Platform, Advisor and Staff Training, Concierge Service, and Practice Management
Locations
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Primary
5707 Southwest Parkway Building 2
Suite 400
Austin, TX 78735, US
Employees at Kestra Financial
Updates
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Did you know nearly 70% of Gen Z worry about outliving their retirement savings? This #WealthWisdomWednesday, we encourage you to flip through the “2024 Read on Retirement Survey” conducted by BlackRock, which dives deeper into the everyday experiences of those saving for retirement. Advisors, how are you encouraging your about strategic retirement planning? Visit the survey: https://lnkd.in/ehFf9qqj
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Sharing a hearty "welcome" to David Weinstock, CPA, AEP, CFP, LUTCF, and Carijn Michel of Erudite Wealth Management as they officially join the Kestra community. By joining, Erudite aims to grow and scale its company offerings while continuing to provide quality service to its over 140 clients, with Kestra Financial committed to supporting its ongoing vision of becoming a legacy firm. Read more: https://lnkd.in/efqJg8Jp
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As we mentioned a few weeks back, we asked our advisor partners at the beginning of the year to estimate where the S&P 500 would be on June 30th. Michael Steinbeck of Pacific Wealth Planning, Inc. was our lucky winner, and was able to redeem his prize of a dinner with our very own Mike Pedlow! Check out some highlights from Pedlow and Stephen Langlois' trip to the West Coast.
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We're excited to announce the launch of an improved alternative investment marketplace through an expanded partnership with iCapital. With our updated offering, Kestra Financial advisors can extend their investments while spending less time on back-end processes and more time with their clients. Learn more: https://lnkd.in/eyJkeXZ8
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🏛 This September 16 - 18, we’re joining the Financial Services Institute (FSI) and fellow advocates from across the country in Washington, D.C., for Capitol Hill Day. This is an opportunity to speak out on issues affecting our industry, like protecting advisors’ independence and clients’ access to our advice and services. With FSI, we can help influence the future of the independent financial services industry. We hope you’ll lend your voice and join Kestra at #FSIForum & Capitol Hill Day. Learn more: https://lnkd.in/e2mnFC-r
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We love hearing feedback about our service team members! 👏 Way to go, Ashley Webb, for this well-deserved recognition from Coastline Wealth Management. You truly are a Service Champion! Interested in working with our team? Contact us today: https://lnkd.in/eggW9XG3
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🧠 Each month, our Kestra advisors join us for a live webinar called "Peer Perspectives," during which we discuss trending topics impacting their businesses. Last month's installment, we discussed Certified Divorce Financial Analyst (CFDA) designations and how Kestra firms have leveraged these niches to grow their business. Are you a Kestra advisor who wants to watch the replay? Check out the Peer Perspectives page in your advisor portal for all previous recordings, and don't forget to register for future sessions in advance!
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Please join us in welcoming Scott M. Gomsak and Scott Raab to our Kestra Financial community of advisors. The addition of this duo brings the number of advisors that have joined Coastline Wealth Management to 6 in the past 12 months alone. Excited for this growing team! https://lnkd.in/eFiSw3Z7
Kestra Financial Firm Welcomes New Advisor Team
kestrafinancial.com
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We are so proud of our Chief Compliance Officer, Mike Pedlow, who has been named as a 2024 Advocacy Circle of Excellence Honoree on behalf of Financial Services Institute (FSI). He was also one of three people to win the Stephen R. Kareta Excellence in Advocacy Award. Kestra Financial remains steadfast in its commitment to supporting independent financial professionals, and Pedlow has done an outstanding job showcasing what it means to advocate for advisors seeking independence. Please join us in celebrating Pedlow on both of his well-earned recognitions! 🏆 Read more about FSI's awards program and additional honorees: https://lnkd.in/eFrfXrBC
Today, FSI announced its 2024 Advocacy Circle of Excellence. The award program recognizes members for outstanding advocacy engagement for the industry and Main Street investors. Read more: https://lnkd.in/eFrfXrBC