Kestra Investment Services LLC is a firm that provides insurance agent or broker, financial advisor, investment management, consulting services, and insurance to nonprofit clients. They operate nationwide, with nonprofit clients using their services across the country.
Most Kestra Investment Services LLC clients are outpatient health care practitioners and facilities and hospitals with revenues ranging from $13 million to $105 million.
Previous legal names, trade names, or just variations of their name include: Kestra Investment Services; and Kestra Investment Services, LL.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Samaritan's Purse | 501(c)(3) | Boone, NC | ||
| 2 | Vera Institute of Justice | 501(c)(3) | Brooklyn, NY | ||
| 3 | UnidosUS | 501(c)(3) | Washington, DC | ||
| 4 | American Association for Justice (AAJ) | 501(c)(6) | Washington, DC | ||
| 5 | Reproductive Freedom for All | 501(c)(4) | Washington, DC | ||
| 6 | Council on Foundations | 501(c)(3) | Washington, DC | ||
| 7 | Jewish Federation of Greater Washington (JFGW) | 501(c)(3) | North Bethesda, MD | ||
| 8 | Caliber Public Schools | 501(c)(3) | Richmond, CA | ||
| 9 | DC Scholars Public Charter School | 501(c)(3) | Washington, DC | ||
| 10 | News Media Alliance (NAA) | 501(c)(6) | Arlington, VA | ||
| ... | and 116 more Kestra Investment Services LLC not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Kestra Investment Services LLC in the nonprofit sector include Charles Schwab and Co., Inc., LPL Financial Corporation, Morgan Stanley Smith Barney, Vanguard Energy Services LLC, Lincoln National Corporation, Aetna Inc, Gallagher Benefit Services, Morgan Stanley, Kibble and Prentice, and Oppenheimer.
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