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Kestra Financial continues strong growth as 23 professionals add $1.3B AUM

Published: August 16, 2023

The second-quarter additions follow the 26 who joined the platform in Q1.

Source: investmentnews.com

Related Topics:

United StatesBlack DiamondRobert Bob McculloughLawrance JohnsonKate MedeirosLiza FirminMorgan SmithDaniel SchwambBrent ArnoldMichael LoveJacob ForscheinMonisha PotterBrandy FisherJon VingeVance BrownMike HillMegan CaulfieldDavid BayarenaDillion HakesJohn ShalekPaul RomoTemplar Financial ServicesKestra Private Wealth ServicesWayne Christian Financial ServicesBusiness Development At Kestra Financial

The Society for Lifetime Planning Joins Kestra Financial

Published: October 19, 2022

With the acquisition of The Society for Lifetime Planning, with $600 million in AUM, Kestra is on track for its "best year ever."

Source: wealthmanagement.com

Related Topics:

United StatesWarburg PincusKen MorrisLarry SlabotskyDaniel SchwambKestra HoldingsKestra Private Wealth ServicesSociety For Lifetime PlanningKestra FinancialLifetime PlanningManaging Director Larry SlabotskyExecutive Vice PresidentKestra Investment ManagementOak Hill Capital