Kestra Financial, Inc.

Kestra Financial Nabs Industry Leader, Stephen Langlois, as President

Retrieved on: 
Tuesday, July 21, 2020
Professional services, Data management, Technology, Software, Finance, Consulting, Banking, Financial Industry Regulatory Authority, United States securities law, Kestra Financial, Kestra Financial, Inc.

Kestra Financial, Inc. , which offers industry-leading wealth management platforms for independent financial professionals nationwide, is proud to announce the appointment of Stephen Langlois as President of Kestra Financial.

Key Points: 
  • Kestra Financial, Inc. , which offers industry-leading wealth management platforms for independent financial professionals nationwide, is proud to announce the appointment of Stephen Langlois as President of Kestra Financial.
  • One of our key priorities in serving the independent financial professionals on our platform is to add firepower to our leadership team and deepen our talent pool, said James Poer, CEO of Kestra Financial, Inc. Stephen comes to Kestra Financial with a 360-degree view of independent financial professionals, having helped fuel the growth of their businesses for over 20 years.
  • The Kestra Financial division includes Kestra Private Wealth Services, LLC (Kestra PWS), Kestra Advisory Services, LLC (Kestra AS) and Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC.
  • Except for the referenced Kestra companies, Kestra IS, Kestra AS, or Kestra PWS are not affiliated with other entities referenced in this document.

Arden Trust Company Acquires $400M Book of Business from Northwestern Mutual

Retrieved on: 
Monday, March 2, 2020
Banking, Professional services, Finance, Regions of the United States, Equity, Common law, Inheritance, Trust law, Arden, DELAWARE, Trust, Arden Trust Company, Kestra Financial, Inc.

Arden Trust Company (Arden Trust), a limited purpose trust company under the ownership of Kestra Financial, Inc. (Kestra Financial), today announced its acquisition of a $400 million trust business from industry-leading financial security company, Northwestern Mutual , of Milwaukee.

Key Points: 
  • Arden Trust Company (Arden Trust), a limited purpose trust company under the ownership of Kestra Financial, Inc. (Kestra Financial), today announced its acquisition of a $400 million trust business from industry-leading financial security company, Northwestern Mutual , of Milwaukee.
  • Headquartered in Wilmington, Delaware, Arden Trust gains over 300 client relationships and three trust officers in a new office in Milwaukee.
  • This transaction is part of our strategic growth initiative to partner with advisors across the country to provide best-in-class, holistic trust and financial planning services, said Michael Roberts, President of Arden Trust Company.
  • Arden Trust Company (Arden Trust) is a Wilmington, Delaware-based limited purpose trust company with more than $7 billion in assets under administration.

H. Beck, Inc. Bolsters Executive Talent With Appointment of Rob Costello as COO

Retrieved on: 
Wednesday, January 22, 2020
Professional services, Technology, Finance, Software, Consulting, Banking, Magazines, Costello, Financial Advisor, Periodicals, Publications, H. Beck, Inc., Kestra Financial, Inc.

H. Beck, Inc. (H. Beck), a national independent financial advisor platform, today announced the hiring of Rob Costello as Chief Operations Officer.

Key Points: 
  • H. Beck, Inc. (H. Beck), a national independent financial advisor platform, today announced the hiring of Rob Costello as Chief Operations Officer.
  • The addition of Costello is part of the firms expansive leadership transformation rooted in the pursuit of top-notch talent and industry-leading experience.
  • Having managed operations at independent broker-dealers for over 20 years, Costello is uniquely positioned to lead the operations and technology groups at H. Beck.
  • We welcome Rob to the team serving our advisors and look forward to continuing to propel the organization forward with his added guidance.

Reliance Trust Company of Delaware Becomes Arden Trust Company

Retrieved on: 
Tuesday, September 24, 2019
Finance, Consulting, Banking, Professional services, Humans, Names, Arden, Trust company, Trust law, Trust, Arden Trust Company, Kestra Financial, Inc.

Reliance Trust Company of Delaware, an independent entity under the ownership of Kestra Financial, Inc. (Kestra Financial), today announced its rebrand as Arden Trust Company (Arden Trust).

Key Points: 
  • Reliance Trust Company of Delaware, an independent entity under the ownership of Kestra Financial, Inc. (Kestra Financial), today announced its rebrand as Arden Trust Company (Arden Trust).
  • Arden Trust leverages over 25 years of expertise to provide industry-leading, personal trust services across the country.
  • We acquired Arden Trust Company to extend our platform capabilities by providing personal trust services in preparation for the generational transfer of wealth dictated by demographic trends, said James Poer, President and CEO of Kestra Financial, Inc.
  • Arden Trust Company (Arden Trust) is a Wilmington, Delaware-based limited purpose trust company with more than $7 billion in assets under administration.

Bluespring Wealth Partners Acquires Ted Jenkin’s Believeland

Retrieved on: 
Tuesday, August 27, 2019
Finance, Consulting, Banking, Professional services, Economy, Finance, Money, Financial management, Investment management, Stock market, Wealth management, Bluespring Wealth Partners, LLC, Kestra Financial, Inc.

Bluespring Wealth Partners (Bluespring Wealth), a new business focused exclusively on acquiring experienced registered investment adviser and wealth management firms, has acquired Believeland, LLC (Believeland), one of the independently owned financial planning and wealth management entities operating under oXYGen Financial, Inc.

Key Points: 
  • Bluespring Wealth Partners (Bluespring Wealth), a new business focused exclusively on acquiring experienced registered investment adviser and wealth management firms, has acquired Believeland, LLC (Believeland), one of the independently owned financial planning and wealth management entities operating under oXYGen Financial, Inc.
  • Led by managing partner Brandon Hayes and industry pioneer Ted Jenkin, Believeland marks one of the prototype acquisitions to launch the G2 program within Bluespring Wealth Partners.
  • Were confident our partnership with Believeland will set the stage for many future successful acquisitions, said Stuart Silverman, President of Bluespring Wealth Partners.
  • Through streamlined and unique succession strategies, Bluespring Wealth Partners, LLC (Bluespring Wealth) is dedicated to the acquisition and servicing of wealth management firms seeking continuity for clients and the business they have built.

Bluespring Wealth Partners Acquires Hickory Asset Management

Retrieved on: 
Tuesday, August 20, 2019
Professional services, Finance, Consulting, Banking, Accounting, Finance, Money, Economy, Financial management, Investment management, Stock market, Wealth management, UBS, Bluespring Wealth Partners, LLC, Kestra Financial, Inc.

Bluespring Wealth Partners , LLC (Bluespring Wealth), a new business focused on acquiring experienced registered investment adviser (RIA) and wealth management firms, announces the acquisition of Hickory Asset Management, Inc. (Hickory Asset Management).

Key Points: 
  • Bluespring Wealth Partners , LLC (Bluespring Wealth), a new business focused on acquiring experienced registered investment adviser (RIA) and wealth management firms, announces the acquisition of Hickory Asset Management, Inc. (Hickory Asset Management).
  • The Hickory Asset Management team has operated a well-run firm and employed a disciplined approach to client service since their founding in 2008, said Stuart Silverman, President of Bluespring Wealth.
  • Through streamlined and unique succession strategies, Bluespring Wealth Partners, LLC (Bluespring Wealth) is dedicated to the acquisition and servicing of wealth management firms seeking continuity for clients and the business they have built.
  • Bluespring Wealth is a wholly owned subsidiary of Kestra Financial, Inc.
    For more information about Bluespring Wealth, please visit www.bluespringwealth.com .

Kestra Financial, Inc. Introduces Bluespring Wealth Partners

Retrieved on: 
Wednesday, July 17, 2019
Consulting, Professional services, Finance, Finance, Money, Economy, United States securities law, Investment banks, Primary dealers, Subprime mortgage crisis, Financial Industry Regulatory Authority, Securities Investor Protection Corporation, Registered Investment Adviser, UBS, Wealth management, Kestra Financial, Inc., Bluespring Wealth Partners, LLC

Kestra Financial, Inc. (Kestra Financial) today announced the launch of Bluespring Wealth Partners (Bluespring Wealth), a new business focused exclusively on acquiring experienced registered investment adviser and wealth management firms.

Key Points: 
  • Kestra Financial, Inc. (Kestra Financial) today announced the launch of Bluespring Wealth Partners (Bluespring Wealth), a new business focused exclusively on acquiring experienced registered investment adviser and wealth management firms.
  • Kestra Financial, Inc. is the parent company of Kestra Investment Services, LLC, member FINRA/SIPC; H. Beck, Inc., member FINRA/SIPC; Arden Trust Company; Blue Spring Wealth Partners, LLC; and Kestra Advisory Services, LLC; Kestra Private Wealth Services, LLC; and Kestra Institutional Services, LLC; all federally registered investment advisers.
  • Through streamlined and unique succession strategies, Bluespring Wealth Partners, LLC (Bluespring Wealth) is dedicated to the acquisition and servicing of wealth management firms seeking continuity for clients and the business they have built.
  • Bluespring Wealth is a wholly owned subsidiary of Kestra Financial, Inc.
    For more information about Bluespring Wealth, please visit www.bluespringwealth.com .