Kestra Investment Services, LLC

Overview

Kestra Investment Services, LLC is organized as a limited liability company and is classified in the dataset as an independent broker‑dealer. The record shows SEC registration dating to 1997. Ownership is listed as a combination of a domestic entity and an individual. The firm is not identified in the data as a capital allocator or an active ESG investor. It is also not recorded as a multi‑state adviser, a newly formed adviser, a pension consultant, or as having a related adviser. That profile is consistent with a broker‑dealer platform whose primary role is intermediary and distribution support rather than acting as a discretionary asset manager.

Assets & Accounts

Location & Offices