Kestra Financial Advisors

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

1,348

Total plan assets

$152.4M

Filings (rows)

Direct comp

$132K

Indirect comp

Showing only "KESTRA FINANCIAL ADVISORS"

View all 5 variants aggregated →

KESTRA FINANCIAL66 KESTRA FINANCIAL ADVISORS3 KESTRA FINANCIAL/NFP ADVISOR SERV2 KESTRA FINANCIAL/NFP ADVISOR SERV I2 KESTRA FINANCIALS1

SERVICES PROVIDED

Investment manager3

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Fiscalnote, Inc. Fiscalnote 401(k) Retirement Plan · all filings	WASHINGTON, DC	Investment manager	355	$55.8M	$44K	$0
Fiscalnote, Inc. Fiscalnote 401(k) Retirement Plan · all filings	WASHINGTON, DC	Investment manager	424	$52.6M	$44K	$0
Fiscalnote, Inc. Fiscalnote 401(k) Retirement Plan · all filings	WASHINGTON, DC	Investment manager	569	$44.0M	$44K	$0