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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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.
- KF
Kevin Foote
Senior Director of Project Management · Operations
EmailPhone - LS
Lee Swinford
Registered Representative · Sales & Business Development
EmailPhone - RB
Rob Bartenstein
CEO, Private Wealth Services · Other
EmailPhone - SK
Samantha Knapp
Kpws Field Ops Specialist · Other
EmailPhone - SW
Scott Wilson
COO Managing Director · Other
EmailPhone
Showing 5 of 12 verified contacts
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
Sign up to unlock all 12 contacts at Kestra Private Wealth Services
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Sign up to reveal 12 verified contacts at Kestra Private Wealth Services
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