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Kestra Financial, Inc

OwnerCapital Planning Advisors LLC

About Kestra Financial, Inc

Kestra Financial, Inc is listed as Owner at Capital Planning Advisors LLC in Roseville, CA. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Capital Planning Advisors LLC
Ownership band reported on Form ADV Schedule B

Frequently asked questions

Where does Kestra Financial, Inc work?

Kestra Financial, Inc is listed as Owner at Capital Planning Advisors LLC on SEC Form ADV.

How much of Capital Planning Advisors LLC does Kestra Financial, Inc own?

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

Capital Planning Advisors LLC

TitleOwner
OwnershipOver 75%
Control personYes
Since2021
View Capital Planning Advisors LLC →