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 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
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 87
Stephanie Bowens
CEO & Wealth AdvisorCRD 2926294
Michael Hanley
President, CEOCRD 1308246

Todd Robison
President, CEOCRD 2443377
Contacts
3 of 1899Jason Hoover
Financial AdvisorCRD 5928260
Kayte Daino
Field AssistantCRD 6031894

Roan Sullivan
Investment Advisor RepresentativeCRD 7273911
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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