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Kestra Financial, Inc

Managing MemberBeacon Retirement Planning Services Inc.

About Kestra Financial, Inc

Kestra Financial, Inc is listed as Managing Member at Beacon Retirement Planning Services Inc. in Dallas, TX. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Beacon Retirement Planning Services Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Kestra Financial, Inc work?

Kestra Financial, Inc is listed as Managing Member at Beacon Retirement Planning Services Inc. on SEC Form ADV.

How much of Beacon Retirement Planning Services Inc. does Kestra Financial, Inc own?

Form ADV reports a beneficial ownership band of Over 75%.

Beacon Retirement Planning Services Inc.

TitleManaging Member
OwnershipOver 75%
Control personYes
Since2014