www.kestrafinancial.com
Open in
urlscan Pro
20.186.81.211
Public Scan
URL:
https://www.kestrafinancial.com/disclosures
Submission: On May 21 via api from US — Scanned from DE
Submission: On May 21 via api from US — Scanned from DE
Form analysis 3 forms found in the DOM
POST /api/sitecore/SiteWideSearch
<form action="/api/sitecore/SiteWideSearch" class="inactive" method="post"><input name="__RequestVerificationToken" type="hidden" value="LOxs0pQooeFIdz5s_VtIOAeNjFXMC5CQN-geazsdrSpkFMtT_GMLRgrRBarZFhVaWSYdKVVsMGOfUw_BvW8vGDc7qKg1"> <label
class="show-for-sr">Search</label>
<input class="search-global--field" type="text" name="searchquery" placeholder="Search">
<input class="button primary show-for-sr" value="Search" type="submit">
</form>POST /api/sitecore/SiteWideSearch
<form action="/api/sitecore/SiteWideSearch" class="inactive" method="post"><input name="__RequestVerificationToken" type="hidden" value="yFwZL7qdulcWPr8l8oD2-yuqQAXVHF4OUYwJDnw4__o8uKBtgVzahEWQTC-XXsbz2EOZA_IL7V069WsCKy7Kl7aW3pw1"> <label
class="show-for-sr">Search</label>
<input class="search-global--field" type="text" name="searchquery" placeholder="Search">
<input class="button primary show-for-sr" value="Search" type="submit">
</form>POST /formbuilder?sc_site=kestrafinancial&fxb.FormItemId=529803c6-bce4-41e5-9968-dd93804fcb5b&fxb.HtmlPrefix=fxb.00000000-0000-0000-0000-000000000000
<form action="/formbuilder?sc_site=kestrafinancial&fxb.FormItemId=529803c6-bce4-41e5-9968-dd93804fcb5b&fxb.HtmlPrefix=fxb.00000000-0000-0000-0000-000000000000" data-ajax="true" data-ajax-failure="ajaxFailure(xhr, status, error);"
data-ajax-method="Post" data-ajax-mode="replace-with"
data-ajax-success="$.validator.unobtrusive.parse('#fxb_00000000-0000-0000-0000-000000000000_529803c6-bce4-41e5-9968-dd93804fcb5b');$.fxbFormTracker.parse('#fxb_00000000-0000-0000-0000-000000000000_529803c6-bce4-41e5-9968-dd93804fcb5b');$.fxbConditions.parse('#fxb_00000000-0000-0000-0000-000000000000_529803c6-bce4-41e5-9968-dd93804fcb5b')"
data-ajax-update="#fxb_00000000-0000-0000-0000-000000000000_529803c6-bce4-41e5-9968-dd93804fcb5b" data-sc-fxb="529803c6-bce4-41e5-9968-dd93804fcb5b" enctype="multipart/form-data"
id="fxb_00000000-0000-0000-0000-000000000000_529803c6-bce4-41e5-9968-dd93804fcb5b" method="post" novalidate="novalidate"><input id="fxb_00000000-0000-0000-0000-000000000000_FormSessionId"
name="fxb.00000000-0000-0000-0000-000000000000.FormSessionId" type="hidden" value="1e3f54ee-164a-422a-b23d-ca2e98a0379a"><input name="__RequestVerificationToken" type="hidden"
value="z0ySc-HV7OTW2ZSk7aPwUn1BPVVwKBk5XIMzavUPMx2LsNrXoEnntnQiIMvUMPNAssdeOY3lL5kuCoZZhUjDuGjj3rk1"><input id="fxb_00000000-0000-0000-0000-000000000000_FormItemId" name="fxb.00000000-0000-0000-0000-000000000000.FormItemId" type="hidden"
value="529803c6-bce4-41e5-9968-dd93804fcb5b"><input id="fxb_00000000-0000-0000-0000-000000000000_PageItemId" name="fxb.00000000-0000-0000-0000-000000000000.PageItemId" type="hidden" value="ffd7dac9-e10f-49ec-9e00-ede3a5df5fc6">
<div data-sc-field-key="72193C3BC0B14F579D6CB872F4EDEA47" class="modal-form-inputs">
<div data-sc-field-key="5170B32AFA6A45FF81867E1EAADAFB25" class="modal-form-input-row">
<div data-sc-field-key="1B517137B364407D96E23DAD2ECD7622" class="modal-form-input-column">
<input id="fxb_00000000-0000-0000-0000-000000000000_Fields_Index_2f85adb4-e794-4108-8249-8e805529ac25" name="fxb.00000000-0000-0000-0000-000000000000.Fields.Index" type="hidden" value="2f85adb4-e794-4108-8249-8e805529ac25"><input
id="fxb_00000000-0000-0000-0000-000000000000_Fields_2f85adb4-e794-4108-8249-8e805529ac25__ItemId" name="fxb.00000000-0000-0000-0000-000000000000.Fields[2f85adb4-e794-4108-8249-8e805529ac25].ItemId" type="hidden"
value="2f85adb4-e794-4108-8249-8e805529ac25"><label for="fxb_00000000-0000-0000-0000-000000000000_Fields_2f85adb4-e794-4108-8249-8e805529ac25__Value" class="">First Name</label>
<input id="fxb_00000000-0000-0000-0000-000000000000_Fields_2f85adb4-e794-4108-8249-8e805529ac25__Value" name="fxb.00000000-0000-0000-0000-000000000000.Fields[2f85adb4-e794-4108-8249-8e805529ac25].Value" class="scform-modal-input" type="text"
value="" maxlength="255" placeholder="First Name*" data-sc-tracking="True" data-sc-field-name="first_Name" data-sc-field-key="C2DC03C4A21C4A81B131F185BAF76374" data-val-required="First Name is required." data-val="true">
<span class="field-validation-valid" data-valmsg-for="fxb.00000000-0000-0000-0000-000000000000.Fields[2f85adb4-e794-4108-8249-8e805529ac25].Value" data-valmsg-replace="true"></span>
</div>
<div data-sc-field-key="EB0ED58E9EEB47EF8884312121F81280" class="modal-form-input-column">
<input id="fxb_00000000-0000-0000-0000-000000000000_Fields_Index_a38938af-d8a8-4dab-8260-dbd49e87c23b" name="fxb.00000000-0000-0000-0000-000000000000.Fields.Index" type="hidden" value="a38938af-d8a8-4dab-8260-dbd49e87c23b"><input
id="fxb_00000000-0000-0000-0000-000000000000_Fields_a38938af-d8a8-4dab-8260-dbd49e87c23b__ItemId" name="fxb.00000000-0000-0000-0000-000000000000.Fields[a38938af-d8a8-4dab-8260-dbd49e87c23b].ItemId" type="hidden"
value="a38938af-d8a8-4dab-8260-dbd49e87c23b"><label for="fxb_00000000-0000-0000-0000-000000000000_Fields_a38938af-d8a8-4dab-8260-dbd49e87c23b__Value" class="">Last Name</label>
<input id="fxb_00000000-0000-0000-0000-000000000000_Fields_a38938af-d8a8-4dab-8260-dbd49e87c23b__Value" name="fxb.00000000-0000-0000-0000-000000000000.Fields[a38938af-d8a8-4dab-8260-dbd49e87c23b].Value" class="scform-modal-input" type="text"
value="" maxlength="255" placeholder="Last Name*" data-sc-tracking="True" data-sc-field-name="last_Name" data-sc-field-key="BCE6A2020A874027983E7D5329996C67" data-val-required="Last Name is required." data-val="true">
<span class="field-validation-valid" data-valmsg-for="fxb.00000000-0000-0000-0000-000000000000.Fields[a38938af-d8a8-4dab-8260-dbd49e87c23b].Value" data-valmsg-replace="true"></span>
</div>
</div>
<div data-sc-field-key="641F25CD5053449BA2B61C7CF04427E7" class="modal-form-input-row">
<div data-sc-field-key="B76C9B5F2CE1447FB4C95B034C4BE13C" class="modal-form-input-column">
<input id="fxb_00000000-0000-0000-0000-000000000000_Fields_Index_d980a459-5bb5-48c0-8fed-f1365f6820b9" name="fxb.00000000-0000-0000-0000-000000000000.Fields.Index" type="hidden" value="d980a459-5bb5-48c0-8fed-f1365f6820b9"><input
id="fxb_00000000-0000-0000-0000-000000000000_Fields_d980a459-5bb5-48c0-8fed-f1365f6820b9__ItemId" name="fxb.00000000-0000-0000-0000-000000000000.Fields[d980a459-5bb5-48c0-8fed-f1365f6820b9].ItemId" type="hidden"
value="d980a459-5bb5-48c0-8fed-f1365f6820b9"><label for="fxb_00000000-0000-0000-0000-000000000000_Fields_d980a459-5bb5-48c0-8fed-f1365f6820b9__Value" class="">Email</label>
<input id="fxb_00000000-0000-0000-0000-000000000000_Fields_d980a459-5bb5-48c0-8fed-f1365f6820b9__Value" name="fxb.00000000-0000-0000-0000-000000000000.Fields[d980a459-5bb5-48c0-8fed-f1365f6820b9].Value" class="scform-modal-input" type="email"
value="" maxlength="255" placeholder="Email*" data-sc-tracking="True" data-sc-field-name="email" data-sc-field-key="F2E7E9951F9C47B3A2B0512D4B4F043D" data-val-required="Email is required."
data-val-regex="Email contains an invalid email address." data-val-regex-pattern="^[A-Za-z0-9._%+-]+@[A-Za-z0-9.-]{2,}\.[A-Za-z]{2,17}$" data-val="true">
<span class="field-validation-valid" data-valmsg-for="fxb.00000000-0000-0000-0000-000000000000.Fields[d980a459-5bb5-48c0-8fed-f1365f6820b9].Value" data-valmsg-replace="true"></span>
</div>
<div data-sc-field-key="88A0D3FD75414131BA73F45732F9905D" class="modal-form-input-column">
<input id="fxb_00000000-0000-0000-0000-000000000000_Fields_Index_1ed9a2e4-f566-4150-ae21-12ee9da50c4d" name="fxb.00000000-0000-0000-0000-000000000000.Fields.Index" type="hidden" value="1ed9a2e4-f566-4150-ae21-12ee9da50c4d"><input
id="fxb_00000000-0000-0000-0000-000000000000_Fields_1ed9a2e4-f566-4150-ae21-12ee9da50c4d__ItemId" name="fxb.00000000-0000-0000-0000-000000000000.Fields[1ed9a2e4-f566-4150-ae21-12ee9da50c4d].ItemId" type="hidden"
value="1ed9a2e4-f566-4150-ae21-12ee9da50c4d"><label for="fxb_00000000-0000-0000-0000-000000000000_Fields_1ed9a2e4-f566-4150-ae21-12ee9da50c4d__Value" class="">Phone Number</label>
<input id="fxb_00000000-0000-0000-0000-000000000000_Fields_1ed9a2e4-f566-4150-ae21-12ee9da50c4d__Value" name="fxb.00000000-0000-0000-0000-000000000000.Fields[1ed9a2e4-f566-4150-ae21-12ee9da50c4d].Value" class="scform-modal-input" type="text"
value="" maxlength="255" placeholder="Phone Number*" data-sc-tracking="True" data-sc-field-name="phone_Number" data-sc-field-key="419FACA3E9C04E27B90D014BC45A1477" data-val-required="Phone Number is required." data-val="true">
<span class="field-validation-valid" data-valmsg-for="fxb.00000000-0000-0000-0000-000000000000.Fields[1ed9a2e4-f566-4150-ae21-12ee9da50c4d].Value" data-valmsg-replace="true"></span>
</div>
</div>
<div data-sc-field-key="C66304527EF641D18CCD8C3CD8C34677" class="modal-form-input-row">
<div data-sc-field-key="6DF03307F76E457E859D619C504213BE" class="modal-form-input-column">
<input id="fxb_00000000-0000-0000-0000-000000000000_Fields_Index_0880a9ca-cb79-4110-971b-ce33e93a25a3" name="fxb.00000000-0000-0000-0000-000000000000.Fields.Index" type="hidden" value="0880a9ca-cb79-4110-971b-ce33e93a25a3"><input
id="fxb_00000000-0000-0000-0000-000000000000_Fields_0880a9ca-cb79-4110-971b-ce33e93a25a3__ItemId" name="fxb.00000000-0000-0000-0000-000000000000.Fields[0880a9ca-cb79-4110-971b-ce33e93a25a3].ItemId" type="hidden"
value="0880a9ca-cb79-4110-971b-ce33e93a25a3"><label for="fxb_00000000-0000-0000-0000-000000000000_Fields_0880a9ca-cb79-4110-971b-ce33e93a25a3__Value" class="">Zip Code</label>
<input id="fxb_00000000-0000-0000-0000-000000000000_Fields_0880a9ca-cb79-4110-971b-ce33e93a25a3__Value" name="fxb.00000000-0000-0000-0000-000000000000.Fields[0880a9ca-cb79-4110-971b-ce33e93a25a3].Value" class="scform-modal-input" type="text"
value="" maxlength="255" placeholder="Zip Code*" data-sc-tracking="True" data-sc-field-name="zip" data-sc-field-key="0A34ADD9A4DC4DC8A01B93DECC1E0A77" data-val-required="Zip Code is required." data-val="true">
<span class="field-validation-valid" data-valmsg-for="fxb.00000000-0000-0000-0000-000000000000.Fields[0880a9ca-cb79-4110-971b-ce33e93a25a3].Value" data-valmsg-replace="true"></span>
</div>
<div data-sc-field-key="408947AF5CBF4176A7671B9EEE7FC354" class="modal-form-input-column">
<input id="fxb_00000000-0000-0000-0000-000000000000_Fields_Index_7665cb83-8f2d-4d07-8a2f-5223b7902dee" name="fxb.00000000-0000-0000-0000-000000000000.Fields.Index" type="hidden" value="7665cb83-8f2d-4d07-8a2f-5223b7902dee"><input
id="fxb_00000000-0000-0000-0000-000000000000_Fields_7665cb83-8f2d-4d07-8a2f-5223b7902dee__ItemId" name="fxb.00000000-0000-0000-0000-000000000000.Fields[7665cb83-8f2d-4d07-8a2f-5223b7902dee].ItemId" type="hidden"
value="7665cb83-8f2d-4d07-8a2f-5223b7902dee"><label for="fxb_00000000-0000-0000-0000-000000000000_Fields_7665cb83-8f2d-4d07-8a2f-5223b7902dee__Value" class="">Job Type</label>
<select id="fxb_00000000-0000-0000-0000-000000000000_Fields_7665cb83-8f2d-4d07-8a2f-5223b7902dee__Value" name="fxb.00000000-0000-0000-0000-000000000000.Fields[7665cb83-8f2d-4d07-8a2f-5223b7902dee].Value" class="scform-modal-input"
data-sc-tracking="True" data-sc-field-name="job_type" data-sc-field-key="792FC2E06E5040F3ADB4C912C9765E7F">
<option value="" selected="selected" disabled="" hidden="">I am a...(select one)</option>
<option value="RIA">RIA</option>
<option value="Financial Advisor">Financial Advisor</option>
<option value="Non-Registered Employee">Non-Registered Employee</option>
<option value="None of the above">None of the above</option>
</select>
<span class="field-validation-valid" data-valmsg-for="fxb.00000000-0000-0000-0000-000000000000.Fields[7665cb83-8f2d-4d07-8a2f-5223b7902dee].Value" data-valmsg-replace="true"></span>
</div>
</div>
<div data-sc-field-key="490E05C9AA5246E19072F8B2D3C6C456" class="modal-form-input-row">
<div data-sc-field-key="FD27BF74EC9C4A03898BD6955BBEB832" class="modal-form-input-column">
<input id="fxb_00000000-0000-0000-0000-000000000000_Fields_Index_7638560d-9997-42db-a693-e364e5ddcff5" name="fxb.00000000-0000-0000-0000-000000000000.Fields.Index" type="hidden" value="7638560d-9997-42db-a693-e364e5ddcff5"><input
id="fxb_00000000-0000-0000-0000-000000000000_Fields_7638560d-9997-42db-a693-e364e5ddcff5__ItemId" name="fxb.00000000-0000-0000-0000-000000000000.Fields[7638560d-9997-42db-a693-e364e5ddcff5].ItemId" type="hidden"
value="7638560d-9997-42db-a693-e364e5ddcff5"><label for="fxb_00000000-0000-0000-0000-000000000000_Fields_7638560d-9997-42db-a693-e364e5ddcff5__Value" class="">CRD</label>
<input id="fxb_00000000-0000-0000-0000-000000000000_Fields_7638560d-9997-42db-a693-e364e5ddcff5__Value" name="fxb.00000000-0000-0000-0000-000000000000.Fields[7638560d-9997-42db-a693-e364e5ddcff5].Value" class="scform-modal-input" type="text"
value="" maxlength="255" placeholder="CRD Number" data-sc-tracking="True" data-sc-field-name="crd_number" data-sc-field-key="C318841AC608404B849FFD4C24165C89">
<span class="field-validation-valid" data-valmsg-for="fxb.00000000-0000-0000-0000-000000000000.Fields[7638560d-9997-42db-a693-e364e5ddcff5].Value" data-valmsg-replace="true"></span>
</div>
<div data-sc-field-key="E300AD481AA144FDB134A47680FD3BB2" class="modal-form-input-column">
<input id="fxb_00000000-0000-0000-0000-000000000000_Fields_Index_1fa12714-08a6-44d6-8970-d72fbc1df68e" name="fxb.00000000-0000-0000-0000-000000000000.Fields.Index" type="hidden" value="1fa12714-08a6-44d6-8970-d72fbc1df68e"><input
id="fxb_00000000-0000-0000-0000-000000000000_Fields_1fa12714-08a6-44d6-8970-d72fbc1df68e__ItemId" name="fxb.00000000-0000-0000-0000-000000000000.Fields[1fa12714-08a6-44d6-8970-d72fbc1df68e].ItemId" type="hidden"
value="1fa12714-08a6-44d6-8970-d72fbc1df68e"><label for="fxb_00000000-0000-0000-0000-000000000000_Fields_1fa12714-08a6-44d6-8970-d72fbc1df68e__Value" class="">AUM</label>
<input id="fxb_00000000-0000-0000-0000-000000000000_Fields_1fa12714-08a6-44d6-8970-d72fbc1df68e__Value" name="fxb.00000000-0000-0000-0000-000000000000.Fields[1fa12714-08a6-44d6-8970-d72fbc1df68e].Value" class="scform-modal-input" type="text"
value="" maxlength="255" placeholder="Assets Under Management" data-sc-tracking="True" data-sc-field-name="aum" data-sc-field-key="8FB74A278F8F4B6A845FA23064D6541D">
<span class="field-validation-valid" data-valmsg-for="fxb.00000000-0000-0000-0000-000000000000.Fields[1fa12714-08a6-44d6-8970-d72fbc1df68e].Value" data-valmsg-replace="true"></span>
</div>
</div>
</div>
<div data-sc-field-key="878DC894664C426EA5CD3798060CEF5C" class="modal-form-submit">
<input id="fxb_00000000-0000-0000-0000-000000000000_Fields_Index_879c8e07-131b-4cce-a953-0ee3949ce401" name="fxb.00000000-0000-0000-0000-000000000000.Fields.Index" type="hidden" value="879c8e07-131b-4cce-a953-0ee3949ce401"><input
id="fxb_00000000-0000-0000-0000-000000000000_Fields_879c8e07-131b-4cce-a953-0ee3949ce401__ItemId" name="fxb.00000000-0000-0000-0000-000000000000.Fields[879c8e07-131b-4cce-a953-0ee3949ce401].ItemId" type="hidden"
value="879c8e07-131b-4cce-a953-0ee3949ce401"> <input id="fxb_00000000-0000-0000-0000-000000000000_Fields_879c8e07-131b-4cce-a953-0ee3949ce401__Value"
name="fxb.00000000-0000-0000-0000-000000000000.Fields[879c8e07-131b-4cce-a953-0ee3949ce401].Value" type="hidden" value="" data-sc-tracking="True" data-sc-field-name="client-id" data-sc-field-key="D41AEAA098B149CDB61995623BAF2218">
<input value="Submit" type="submit" class="scform-modal-input" name="fxb.00000000-0000-0000-0000-000000000000.028b363e-e381-445b-b77f-858c16a55d36" data-sc-field-key="5FE0EF82CE3F48F7AFA8A755E430BFB9"><button type="submit" disabled="true"
class="scform-modal-input sc-spinner-disabled" name="fxb.00000000-0000-0000-0000-000000000000.028b363e-e381-445b-b77f-858c16a55d36" data-sc-field-key="5FE0EF82CE3F48F7AFA8A755E430BFB9" style="display:none">Submit<svg
class="sc-component-icon sc-component-icon--load sc-component-icon--loading">
<use xlink:href="#icon-load"></use>
</svg></button>
<input id="fxb_00000000-0000-0000-0000-000000000000_NavigationButtons" name="fxb.00000000-0000-0000-0000-000000000000.NavigationButtons" type="hidden" value="028b363e-e381-445b-b77f-858c16a55d36">
<input id="fxb_00000000-0000-0000-0000-000000000000_028b363e-e381-445b-b77f-858c16a55d36" name="fxb.00000000-0000-0000-0000-000000000000.028b363e-e381-445b-b77f-858c16a55d36" type="hidden" value="0">
<p data-sc-field-key="792AFFAE9DDA47DD9CD0DACCA3F59C02" class="">*required form fields</p>
</div>
<div data-sc-field-key="5BA97C074DA545FB94694D23CEAB9EB1" class="">
<input id="fxb_00000000-0000-0000-0000-000000000000_Fields_Index_8bd464a0-aa09-4a0d-b27e-d47cf49bde07" name="fxb.00000000-0000-0000-0000-000000000000.Fields.Index" type="hidden" value="8bd464a0-aa09-4a0d-b27e-d47cf49bde07"><input
id="fxb_00000000-0000-0000-0000-000000000000_Fields_8bd464a0-aa09-4a0d-b27e-d47cf49bde07__ItemId" name="fxb.00000000-0000-0000-0000-000000000000.Fields[8bd464a0-aa09-4a0d-b27e-d47cf49bde07].ItemId" type="hidden"
value="8bd464a0-aa09-4a0d-b27e-d47cf49bde07"> <input id="fxb_00000000-0000-0000-0000-000000000000_Fields_8bd464a0-aa09-4a0d-b27e-d47cf49bde07__Value"
name="fxb.00000000-0000-0000-0000-000000000000.Fields[8bd464a0-aa09-4a0d-b27e-d47cf49bde07].Value" type="hidden" value="" data-sc-tracking="True" data-sc-field-name="ga_campaign" data-sc-field-key="37C01C1DEF8F48BA83212AD06B3C706C">
<input id="fxb_00000000-0000-0000-0000-000000000000_Fields_Index_f95911fe-2064-4cd2-b6ff-0d4fd4b5bbb0" name="fxb.00000000-0000-0000-0000-000000000000.Fields.Index" type="hidden" value="f95911fe-2064-4cd2-b6ff-0d4fd4b5bbb0"><input
id="fxb_00000000-0000-0000-0000-000000000000_Fields_f95911fe-2064-4cd2-b6ff-0d4fd4b5bbb0__ItemId" name="fxb.00000000-0000-0000-0000-000000000000.Fields[f95911fe-2064-4cd2-b6ff-0d4fd4b5bbb0].ItemId" type="hidden"
value="f95911fe-2064-4cd2-b6ff-0d4fd4b5bbb0"> <input id="fxb_00000000-0000-0000-0000-000000000000_Fields_f95911fe-2064-4cd2-b6ff-0d4fd4b5bbb0__Value"
name="fxb.00000000-0000-0000-0000-000000000000.Fields[f95911fe-2064-4cd2-b6ff-0d4fd4b5bbb0].Value" type="hidden" value="" data-sc-tracking="True" data-sc-field-name="ga_source" data-sc-field-key="26178BDA135648B6A92D95DC03B6796C">
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Accept & Continue × Search * Home * Grow Your Business * Partner With UsToggle menu * Business Consulting * Technology * Support * Transition * Private Wealth ServicesToggle menu * Meet the PWS Team * Meet With Us * About UsToggle menu * Leadership * Work At Kestra Financial * Newsroom Financial Professional Login Menu Meet with us * Search * Financial Professional Login * Investor Disclosures * Meet With Us * Grow Your Business * Partner With Us * Business Consulting * Technology * Support * Transition * Private Wealth Services * Meet the PWS Team * Meet With Us * About Us * Leadership * Work At Kestra Financial * Newsroom * Home * Current: Investor Disclosures INVESTOR DISCLOSURES KESTRA INVESTMENT SERVICES, LLC DISCLOSURES Client Relationship Summary Kestra Investment Services, LLC is a broker-dealer registered with the Securities and Exchange Commission (SEC) and is a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC). Broker-dealer and investment advisory services and fees differ and it is important for you to understand these differences. View Client Relationship Summary Important Disclosures Document We provide this document to our retail customers to inform them about the services we offer and our relationship with them. Among other things, the document addresses the scope and terms of our relationship with you under Regulation Best Interest and DOL PTE 2020-02, including the capacity in which we are acting, the type and scope of our services, any material limitations on our services, the fees and costs associated with your holdings, accounts, and transactions, and the conflicts of interest that exist for us and our financial professionals. View our Important Disclosures Document Other Important Disclosures Kstra Investment Services, LLC member FINRA/SIPC Kestra Investment Services, LLC is registered with the U.S. Securities Commission and the Municipal Securities Rulemaking Board. An investor brochure that describes the protections that may be provided by the MSRB rules and how to file a complaint with the appropriate regulatory authority is available at www.MSRB.org. Check the background of Kestra Investment Services, LLC on FINRA’s BrokerCheck. KESTRA ADVISORY SERVICES, LLC DISCLOSURES Client Relationship Summary Kestra Advisory Services, LLC is an investment adviser registered with the Securities and Exchange Commission (SEC). Investment advisory services and fees differ from brokerage services provided through a broker-dealer and it is important for you to understand these differences. View Client Relationship Summary Important Disclosures Document We provide this document to our retail customers to inform them about the services we offer and our relationship with them. Among other things, the document addresses the scope and terms of our relationship with you under Regulation Best Interest and DOL PTE 2020-02, including the capacity in which we are acting, the type and scope of our services, any material limitations on our services, the fees and costs associated with your holdings, accounts, and transactions, and the conflicts of interest that exist for us and our financial professionals. View our Important Disclosures Document Brochure and Appendix 1 Wrap Fee Program Brochure This brochure provides information about the qualifications and business practices of our firm, Kestra Advisory Services, LLC. View Form ADV Part 2A View Appendix 1 Wrap Fee Program Brochure KESTRA PRIVATE WEALTH SERVICES, LLC DISCLOSURES Client Relationship Summary Kestra Private Wealth Services, LLC is an investment adviser registered with the Securities and Exchange Commission (SEC). Investment advisory services and fees differ from brokerage services provided through a broker-dealer and it is important for you to understand these differences. View Client Relationship Summary Important Disclosures Document We provide this document to our retail customers to inform them about the services we offer and our relationship with them. Among other things, the document addresses the scope and terms of our relationship with you under Regulation Best Interest and DOL PTE 2020-02, including the capacity in which we are acting, the type and scope of our services, any material limitations on our services, the fees and costs associated with your holdings, accounts, and transactions, and the conflicts of interest that exist for us and our financial professionals. View our Important Disclosures Document Brochure and Appendix 1 Wrap Fee Program Brochure This brochure provides information about the qualifications and business practices of our firm, Kestra Private Wealth Services, LLC. View Form ADV Part 2A View Appendix 1 Wrap Fee Program Brochure PERFORMANCE ADVERTISING During the normal course of business with an investment adviser representative (“IAR”) from Kestra Advisory Services, LLC or Kestra Private Wealth Services, LLC, (“Kestra”) you may be presented with marketing materials that describe an investment’s performance, the performance of a proposed portfolio of securities or the performance of an investment adviser. Performance information can be presented in many different ways and past performance does not predict future results. Before making any investment decision, including selecting an investment adviser, you should understand how any performance representation is calculated and presented. View Best Practices for Model/Hypothetical Performance View SEC Rule View Public Statement View Legal Information Institute View Risk Alert View Investor Alert View Investor Bulletin View Disclosure OUTSIDE RIAS Client Relationship Summary Beacon Retirement Planning Services, Inc., Goldstein Advisors, LLC, and ProVise Management Group, LLC are investment advisers registered with the Securities and Exchange Commission (SEC). Investment advisory services and fees differ from brokerage services provided through a broker-dealer and it is important for you to understand these differences. View Beacon Retirement Planning Services Client Relationship Summary View ProVise Management Group Client Relationship Summary View Goldstein Advisors Client Relationship Summary KESTRA FINANCIAL, INC. COMPANY INFORMATION Kestra Financial, Inc. is the parent company of Kestra Investment Services, LLC (Kestra IS) member FINRA/SIPC, Kestra Advisory Services, LLC (Kestra AS), Kestra Private Wealth Services, LLC (Kestra PWS), and Kestra Institutional Services, LLC. Kestra Financial Company Information Important Disclosures Document We provide this document to our retail customers to inform them about the services we offer and our relationship with them. Among other things, the document addresses the scope and terms of our relationship with you under Regulation Best Interest and DOL PTE 2020-02, including the capacity in which we are acting, the type and scope of our services, any material limitations on our services, the fees and costs associated with your holdings, accounts, and transactions, and the conflicts of interest that exist for us and our financial professionals. View our Important Disclosures Document Privacy Policy and Disclosures These privacy policies apply to clients who obtain or apply for a financial product or service or have done so in the past, with any of the Kestra Financial companies referenced above. They do not apply to any outside business activity your financial professional may engage in separate from our companies. View Privacy Policy & Disclosures CLEARING FIRM INFORMATION Margin Information This document provides some basic information about purchasing securities on margin, and alerts you to the risks involved with trading securities in a margin account. Before trading securities in a margin account, you should carefully review the margin terms in your account application and agreement. Clearing Firm's Margin Disclosure Document Ordering Routing Information SEC Rule 606 requires broker-dealers to disclose, on a quarterly basis and on a public website, the identity of the market centers to which they route a significant percentage of their orders. Kestra Financial has a relationship with clearing broker, National Financial Services, LLC (NFS). Please click on the link below to access this information. * 2024 Q1 Quarterly Report (PDF) * 2024 Q1 Quarterly Report (XML) Archive 2023 2022 2021 2020 * Q4 Quarterly Report (PDF) * Q4 Quarterly Report (XML) * Q3 Quarterly Report (PDF) * Q3 Quarterly Report (XML) * Q2 Quarterly Report (PDF) * Q2 Quarterly Report (XML) * Q1 Quarterly Report (PDF) * Q1 Quarterly Report (XML) * Q4 Quarterly Report (PDF) * Q4 Quarterly Report (XML) * Q3 Quarterly Report (PDF) * Q3 Quarterly Report (XML) * Q2 Quarterly Report (PDF) * Q2 Quarterly Report (XML) * Q1 Quarterly Report (PDF) * Q1 Quarterly Report (XML) * Q4 Quarterly Report (PDF) * Q4 Quarterly Report (XML) * Q3 Quarterly Report (PDF) * Q3 Quarterly Report (XML) * Q2 Quarterly Report (PDF) * Q2 Quarterly Report (XML) * Q1 Quarterly Report (PDF) * Q1 Quarterly Report (XML) * Q4 Quarterly Report (PDF) * Q4 Quarterly Report (XML * Q3 Quarterly Report (PDF) * Q3 Quarterly Report (XML) * Q2 Quarterly Report (PDF) * Q2 Quarterly Report (XML) * Q1 Quarterly Report (PDF) * Q1 Quarterly Report (XML) The website links referenced are being provided strictly as a courtesy. Neither us, nor Kestra Financial, Inc. or its subsidiaries are liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of the links provided. SPEAK WITH US 844-5-KESTRA Kestra Financial CALL NOW 800-508-SOAR Financial Professional Recruitment ©2024 KESTRA FINANCIAL, INC. Kestra Financial, Inc. is the parent company of Kestra Private Wealth Services, LLC (Kestra PWS), Kestra Advisory Services, LLC (Kestra AS) and Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Securities offered through registered representatives of Kestra IS. Investment advisory services may be offered through appropriately licensed representatives of Kestra AS or Kestra PWS. Except for the referenced Kestra companies, Kestra IS is not affiliated with other entities referenced on this document. Kestra Financial, Inc. is a subsidiary of Kestra Holdings. * Jobs at Kestra Financial * Investor Disclosures * Legal Notices * Privacy Policy * Terms of Service * FINRA BrokerCheck TAKE YOUR PRACTICE TO THE NEXT LEVEL. Fill out the form below and a representative will contact you shortly. All information provided will be handled in the strictest confidence. If you prefer to talk on the phone call 800-508-SOAR. First Name Last Name Email Phone Number Zip Code Job Type I am a...(select one) RIA Financial Advisor Non-Registered Employee None of the above CRD AUM Submit *required form fields