Kestra Investment Services, LLC
Firm details
- Headquarters
- Austin, Texas
- CRD number
- 42046
- Registered since
- March 7, 1997
- Website
- www.kestrafinancial.com
Firm profile
FINTRXOverview
Kestra Investment Services, LLC is organized as a limited liability company and operates as an independent broker‑dealer. The firm’s ownership is listed as a domestic entity/individual. According to the snapshot data, Kestra Investment Services does not act as a capital allocator and is not identified as an active ESG investor. It is not listed as a multi‑state adviser, a newly formed adviser, a pension consultant, or a related adviser to another registered adviser. The firm-provided snapshot does not include details on client segments, fee schedules, specific business lines, or advisory activities. Kestra Investment Services also did not supply information on its external activities or affiliations in the available profile.
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 90
Amy Mahon
Partner, COOCRD 5841642

Anne-day Mccabe
CEO & PartnerCRD 5130092

Ilona Friedman
Chief Executive OfficerCRD 5178523
Contacts
3 of 1941
Page Pittman
Managing PartnerCRD 5640735

Gary Kiemele
Managing Partner, Financial AdvisorCRD 5650837

Bret Whiteley
Senior Financial RepresentativeCRD 5653818
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Austin, TX
Travis
Location
Austin, TX
Headquartered in Austin, TX, in the South of the United States.
- Region
- South
- County
- Travis
- Address
- 5707 Southwest Pkwy
- Time zone
- CT (UTC-6)
- Office locations
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