James Poer

NFP Corp. engages in the provision of insurance brokerage and consultancy services. It offers property and casualty, corporate benefits, estate planning, life insurance, international life insurance, long-term care insurance, personal insurance, and wealth management solutions. The company was founded by Robert L. Rosen in 1998 and is headquartered in New York, NY.

Kestra Financial, Inc. engages in the provision of wealth management platform. It offers product consulting and support, business consulting, and trading support services. The company was founded in 1997 and is headquartered in Austin, TX.

Kestra Financial Holdings LP provides insurance brokerage services and investment services. The company is headquartered in Greenwich, CT.

Kestra Financial Holdings GP LLC provides investment advisory and asset management services. The private company is based in Greenwich, CT.

Kestra Advisory Services LLC (KAS) is a SEC-registered investment advisor headquartered in Austin, Texas. The firm is a direct subsidiary of Kestra Financial, Inc. KAS provides investment advisory services to individuals, banking or thrift institutions, pension and profit-sharing plans, charitable organizations, insurance companies, and corporations and other business organizations.

Kestra Holdings is a wealth management platform provider for independent wealth management professionals across the United States. The company is based in Austin, TX and was founded in 1997. The company offers superior service, cutting-edge technology, and preeminent resources to help financial professionals succeed in the market. Kestra Holdings oversees $111.30 billion in assets under administration and supports more than 2,300 independent financial professionals in delivering comprehensive securities, trust, and investment advisory services to their clients. The CEO is James Lynn Poer.

Bluespring Wealth Partners LLC engages in the acquisition of wealth management firms. It offers identification and training, flexible ownership arrangements, institutional-level capital support, and earn-out optimization. The company is headquartered in Austin, TX.