Kestra Financial/NFP

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

1,844

Total plan assets

$15.0M

Filings (rows)

Direct comp

$23K

Indirect comp

Aggregating 2 name variants under "KESTRA FINANCIAL/NFP"

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KESTRA FINANCIAL/NFP ADVISOR SERV2 KESTRA FINANCIAL/NFP ADVISOR SERV I2

SERVICES PROVIDED

Advisor / Consultant2

Investment manager2

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
North American Security, Inc. North American Security Retirement Plan · all filings	EDMOND, OK	Investment manager	386	$5.1M	$12K	$0
North American Security, Inc. North American Security Retirement Plan · all filings	EDMOND, OK	Advisor / Consultant	504	$4.3M	$0	$0
North American Security, Inc. North American Security Retirement Plan · all filings	EDMOND, OK	Advisor / Consultant	539	$3.1M	$8K	$0
Simaren Corporation Wisdom Protective Services Retirement Plan · all filings	WESTBURY, NY	Investment manager	415	$2.5M	$4K	$0