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Kestra Private Wealth Services

As you exit the wirehouse, Kestra Private Wealth Services will help you prepare for starting your own, independent business at every step on your way to freedom. Our investment in you is every bit as critical as your investment in us. We don’t just sign up a financial advisor and it’s “on to the next.” We take in a select few and commit to giving them everything they need before, during, and after their transition into an independent success. Meet Kestra Private Wealth Services at Kestra Financial, Inc. is the parent company of Kestra Investment Services, LLC member FINRA/SIPC and of Kestra Private Wealth Services, LLC, Kestra Advisory Services, LLC, and Kestra Institutional Services, LLC. Fusion is a platform of Kestra Financial, Inc. PartnersFinancial and Benefits Partners are platforms of NFP Insurance Services, Inc. NFP is not an affiliate of Kestra Financial, Inc.

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HeadquartersAustin, United StatesEmployees14(51 to 200)Annual revenue$10M to <$50MWebsitekestrafinancial.comLinkedIn profileLinkedIn

Verified contacts

12

available on Kipplo

LinkedIn employees

14

51 to 200 range

Open roles

no listings

Distinct roles

8

indexed titles

Tech stack

9

tools in use

Monthly traffic

840

organic / mo

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Decision-makers and verified team members

12 contacts with verified email or phone · masked until revealed.

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Top roles at Kestra Private Wealth Services

8 distinct titles indexed · top 8 shown.

  • 2incoming summer 2025 private wealth intern
  • 1ceo, private wealth services
  • 1chief administrative officer, executive director
  • 1coo managing director
  • 1kpws field ops specialist
  • 1pws analyst
  • 1registered representative
  • 1senior director of project management

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