Kestra Investment Services LLC is a firm that provides insurance agent or broker, financial advisor, investment management, insurance, and consulting services 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, hospitals, and social advocacy organizations with revenues ranging from $15 million to $103 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 | Scholarship America | 501(c)(3) | Minneapolis, MN | ||
| 3 | Vera Institute of Justice | 501(c)(3) | Brooklyn, NY | ||
| 4 | Pact | 501(c)(3) | Washington, DC | ||
| 5 | Biotechnology Innovation Organization (BIO) | 501(c)(6) | Washington, DC | ||
| 6 | Motion Picture Association of America (MPAA) | 501(c)(6) | Sherman Oaks, CA | ||
| 7 | American Jewish World Service | 501(c)(3) | New York, NY | ||
| 8 | American Society of Association Executives | 501(c)(6) | Washington, DC | ||
| 9 | American Association for Justice (AAJ) | 501(c)(6) | Washington, DC | ||
| 10 | Easter Seals Serving DC MD VA | 501(c)(3) | Silver Spring, MD | ||
| ... | and 142 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 Metlife Securities Inc, Variable Annuity Life Insurance Co., Ubs Financial Services Inc, Morgan Stanley Smith Barney LLC, Variable Annuity Life Insurance Company, Ubs Financial Services, Minnesota Life Insurance Company, LPL Financial, The Segal Company, and Merrill Lynch Pierce Fenner and Smith.
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