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Kestra Financial Employee Directory

Financial ServicesTexas, United States201-500 Employees

Kestra Financial offers independent RIA and broker/dealer services to wealth managers, focusing on wealth management, service delivery, and practice enrichment. The company supports independent financial advisors seeking to grow their practices and gain a clearer view of their business. Based in Austin, Texas, Kestra Financial leverages more than 20 years of industry experience to provide a structured platform for advisory firms.

Kestra Financial operates as the parent company for several affiliated entities, including Kestra Investment Services, Kestra Private Wealth Services, Kestra Advisory Services, and Kestra Institutional Services. In April 2026, Kestra Private Wealth Services formed a partnership with Bluespring Wealth Partners to advance collaboration in the wealth management field.

Find Kestra Financial employees' phone numbers or email addresses

Kestra Financial Global Highlights

Location
Employees

North America
575

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  • United States Of America
    570
  • Canada
    4
  • Mexico
    1

Asia
7

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  • India
    7

Europe
3

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  • United Kingdom Of Great Britain And Northern Ireland
    1
  • Finland
    1
  • Sweden
    1

Kestra Financial's Leadership

  • Vice President Of Business Development at Kestra Financial
    A. S.
    Vice President Of Business Development
    Mobile Phone
  • Vice President Of Business Development at Kestra Financial
    D. S.
    Vice President Of Business Development
    Mobile Phone
  • President, Chief Executive Officer, Chief Investment Strategist at Kestra Financial
    G. C.
    President, Chief Executive Officer, Chief Investment Strategist
    Mobile Phone
  • Managing Partner - Weath Advisor - Heritage Wealth Management Group at Kestra Financial
    G. V.
    Managing Partner - Weath Advisor - Heritage Wealth Management Group
    Mobile Phone
  • Partner at Kestra Financial
    K. E.
    Partner
    Mobile Phone
  • Vice-President at Kestra Financial
    J. B.
    Vice-President
    Mobile Phone
  • Vice President, Controller at Kestra Financial
    K. Y.
    Vice President, Controller
    Mobile Phone
  • Vice President, Senior Counsel at Kestra Financial
    L. B.
    Vice President, Senior Counsel
    Mobile Phone

Kestra Financial Employee Metrics

100%
50%
0%
2026
2025
  • Engineering
  • Analytics
  • Accounting
  • Finance
  • Operations
  • Other
  • Banking
  • Education
  • Product Management
  • Information Technology

Contact profiles from Kestra Financial

Name
Title
Contact
Location
Last Update
  • Sales Executive at Kestra Financial
    J. R.
    Sales Executive
    Mobile Phone
    Oct 23, 2024
  • Employee at Kestra Financial
    J. S.
    Employee
    Mobile Phone
    Jun 08, 2026
  • Brokerage Account Specialist Ii And Concierge at Kestra Financial
    J. C. S.
    Brokerage Account Specialist Ii And Concierge
    Mobile Phone
    Oct 22, 2024
  • Surveillance Analyst at Kestra Financial
    K. G. J.
    Surveillance Analyst
    Mobile Phone
    May 25, 2024
  • Business Process Engineer at Kestra Financial
    K. J.
    Business Process Engineer
    Mobile Phone
    Oct 23, 2024
  • Operations Specialist at Kestra Financial
    K. O.
    Operations Specialist
    Mobile Phone
    Oct 22, 2024
  • Executive Assistant at Kestra Financial
    L. W.
    Executive Assistant
    Mobile Phone
    Oct 24, 2024
  • Associate at Kestra Financial
    L. K.
    Associate
    Mobile Phone
    Oct 23, 2024
  • Sales Supervisor at Kestra Financial
    M. A.
    Sales Supervisor
    Mobile Phone
    Oct 16, 2024
  • Marketing Coordinator at Kestra Financial
    M. P.
    Marketing Coordinator
    Mobile Phone
    Oct 22, 2024

Frequently Asked Questions

What is Kestra Financial known for?

Minus sign iconPlus sign iconKestra Financial operates in the Financial Services industry. You can contact Kestra Financial's main corporate office by phone at
+1-800-880-****
. Explore Kestra Financial's company overview page for more information.

What is Kestra Financial's most common email format?

Minus sign iconPlus sign iconKestra Financial employees' email format typically follows the pattern of First.Last@kestrafinancial.com. Trying to find reliable and up-to-date employee contact data? Find more Kestra Financial email formats with LeadIQ.

How many employees does Kestra Financial have currently?

Minus sign iconPlus sign iconKestra Financial has approximately 460 employees as of August 2026. These team members are located across 3 continents, including North America, Asia and Europe.

Who are Kestra Financial's key employees and leadership?

Minus sign iconPlus sign icon

As of August 2026, Kestra Financial's key employees include:

  • Vice President Of Business Development: A. S.
  • Vice President Of Business Development: D. S.
  • President, Chief Executive Officer, Chief Investment Strategist: G. C.
  • Managing Partner - Weath Advisor - Heritage Wealth Management Group: G. V.
  • Partner: K. E.

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