Kestra Financial
Kestra Financial

Kestra Financial Information

Contact top employees from Kestra Financial

Summary

Kestra Financial is a private company that has been in the industry for 29 years. The company currently specializes in the Financial Services, Investment Management & Fund Operators, Insurance Brokers, Diversified Investment Services areas. The position of the President & CEO is occupied by James Poer. Its headquarters is located at Austin, Texas, USA. The number of employees ranges from 100 to 250. The annual revenue of Kestra Financial varies between 500M and 1.0B. To connect with Kestra Financial employee register on SignalHire.

Organization Website

KestraFinancial.com

Social Links

facebooklinkedIntwitter

Phone Number

18445537872

Industries

Headquarters Location

5707 Southwest Parkway Building 2, Austin, TX, 78735 US

Employees Size

200-500 employees

Specialties

Broker/Dealer Services, Asset Management Services, Integrated Technology Platform, Advisor and Staff Training, Concierge Service, Practice Management

SIC Code

6282

DMA Code

Greater Austin

Founded

1997

Estimated Annual Revenue

$500M - 1.0B

Operating Status

Acquired

Competitors

Founded
Type
Employees
Revenue
Funding
2007Privately
Held
25 - 100 18M $350K
1992Privately
Held
1 - 25 15.2M $1.5B
2000Privately
Held
25 - 100 50M $1.9B
1972Privately
Held
500 - 1.0K 200M $0

Employees Turnover 4 quarter 2025

Number of employees switched from or switched to
arrow
Total number all of employee turnover
Number of employees by department
arrow
Total number all of employee turnover
Length of Employment
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Employee tenure at Kestra Financial shows a diverse range of experience levels:
1% have been with the company for less than 1 year8% for 1–2 years30% for 3–4 years18% for 5–7 years16% for 8–10 years27% have over 11 years of service at Kestra Financial
Ex-employees positions
In Company
In New Company
Contact top employees from Kestra Financial
Brittany Garza
Sales Supervision Coordinator
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Joseph Collins
Data Product Owner
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Kris Chester
Executive Vice President + Chief Operating Officer
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Elena Stebakov
Vice President, Product and Platform Management
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Jennette Schlinke
Vice President, Investment Advisory and Retirement Plan Compliance
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Jerome Walker
Compliance Analyst
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Michael Cantu
Customer Success
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Samiha Azam
Business Analyst / Scum Master
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Sonja Griffin
Women's Empowerment Network Committee Chairwoman
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Jason White
Senior Compliance Analyst
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Robert Roberts
Advisory Operations Specialist
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Duncan Campbell
Manager, Account Services
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Andy Hinnant
Advisory Consultant
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Danyell Mitchell
Account Services Specialist
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Joe Line
VP Business Development
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Lauren Bolhack
Business and Project Manager
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Ben Brajtbord
AVP, Advisory Platform and Investment Solutions
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Devin McFarlain
Compliance Analyst
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John Burnham
Manager Network Engineering
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Joshua Gutierrez
Senior Onboarding Consultant
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Samuel Legamaro
Advisory Operations Specialist
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Mack Mangalindan
Trading Specialist I
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Geetha
Java J2EE Developer
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Lauren Fagan
Concierge Specialist
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Kantrell Hayes
Producer Compensation Specialist
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Lakshmi
Data Engineer
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Lucas Holmquist
Software Engineer
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Eric Latcham
Director, Client Service
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FAQ

Kestra Financial operates in the Finance industries. More details can be found on the official website: KestraFinancial.com.
The headquarters of Kestra Financial are located in Austin, United States.
The current CEO of Kestra Financial is James Poer
You can contact Kestra Financial by phone at 18445537872.
Kestra Financial currently employs 200-500 people.
Kestra Financial's revenue is approximately 608M.
Well-known competitors of Kestra Financial include Fallon Benefits Group, Corsair, Lightyear Capital and Keenan.

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