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Kestra Financial, Inc.

OwnerGoldstein Advisors, LLC

About Kestra Financial, Inc.

Kestra Financial, Inc. is listed as Owner at Goldstein Advisors, LLC in Madison, WI. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Goldstein 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 Goldstein Advisors, LLC on SEC Form ADV.

How much of Goldstein Advisors, LLC does Kestra Financial, Inc. own?

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

Goldstein Advisors, LLC

TitleOwner
OwnershipOver 75%
Control personYes
Since2017