Kestra Investment Services, LLC

Broker-DealerFINRA MemberEst. 1997
Total AUM
Advisory reps
1,986
Avg account
$0

Firm details

Headquarters
Austin, Texas
CRD number
42046
Registered since
March 7, 1997

Firm profile

FINTRX

Overview

Kestra Investment Services, LLC is organized as a limited liability company and is classified in the dataset as an independent broker‑dealer. The firm has been SEC‑registered since 1997. Ownership is listed as domestic entity and individual; other detailed corporate-structure information is not provided in the source. The dataset indicates the firm is not a capital allocator and is not flagged as an active ESG investor, a multi‑state adviser, a pension consultant, or a related adviser. Fields for fee structure, specific business or advisory activities, and client‑type breakdown are blank in the available record.

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 87
  • Stephanie Bowens

    Stephanie Bowens

    CEO & Wealth AdvisorCRD 2926294

  • Michael Hanley

    Michael Hanley

    President, CEOCRD 1308246

  • Todd Robison

    Todd Robison

    President, CEOCRD 2443377

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Contacts

3 of 1899
  • Jason Hoover

    Jason Hoover

    Financial AdvisorCRD 5928260

  • Kayte Daino

    Field AssistantCRD 6031894

  • Roan Sullivan

    Roan Sullivan

    Investment Advisor RepresentativeCRD 7273911

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth