Benefits brokerage · 33 offices
KESTRA INVESTMENT SERVICES LLC
KESTRA INVESTMENT SERVICES LLC is named as the broker of record on 270 insurance contracts across its 33 offices in public Form 5500 Schedule A filings.
Offices
The 12 offices with the largest books, largest first. The other 21 are in the list below.
A contract that names two offices of this firm is counted on each of their rows, so this column adds up to more than the firm's own total. The total counts each contract once.
| City | State | Contracts |
|---|---|---|
| AUSTIN | TX | 203 |
| FARMINGTON | CT | 10 |
| BETHESDA | MD | 7 |
| No city on file | — | 6 |
| ENCINO | CA | 5 |
| LAFAYETTE | CA | 5 |
| LEHI | UT | 4 |
| QUINCY | MA | 4 |
| BIRMINGHAM | AL | 2 |
| CHARLOTTE | NC | 2 |
| FORT WORTH | TX | 2 |
| TULSA | OK | 2 |
| ALEXANDRIA | VA | 1 |
| AUGUSTINE | FL | 1 |
| BATON ROUGE | LA | 1 |
| CINCINNATI | OH | 1 |
| CORAL SPRINGS | TX | 1 |
| DANVILLE | CA | 1 |
| DUBLIN | OH | 1 |
| FT WORTH | TX | 1 |
| GREENSBURG | PA | 1 |
| HOUSTON | TX | 1 |
| IRVING | TX | 1 |
| JACKSONVILLE | FL | 1 |
| LUTHERVILLE | MD | 1 |
| MONTGOMERY | AL | 1 |
| NEWTON | CT | 1 |
| NEW YORK | NY | 1 |
| ORLANDO | FL | 1 |
| RICHARDSON | TX | 1 |
| ROYAL OAK | MI | 1 |
| SAN JOSE | CA | 1 |
| WEST LAKE HLS | TX | 1 |
All 33 offices
Every office that files under the KESTRA INVESTMENT SERVICES LLC name, largest book first.
Book profile
KESTRA INVESTMENT SERVICES LLC brokers 270 insured contracts for 244 employers, across 34 states, led by TX, FL, NC.
Life is the largest line (5 contracts), followed by disability (1).
PRINCIPAL LIFE INSURANCE COMPANY writes the most contracts in the book (93, about 34%); VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY, MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY, EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA follow.
Renewals are spread through the year; January 1 renewals (policy year ends December) are the largest group, at 44% of the dated welfare contracts.
Contracts in the book, by the carrier that writes them. Largest first.
Counted by each employer's own state. Largest first.
Contracts by line.
life 5 · disability 1
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
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Clients on file
| Employer | Location | Office | Carrier | Renews |
|---|---|---|---|---|
| STIFEL FINANCIAL CORP. | SAINT LOUIS, MO | AUSTIN, TX | METROPOLITAN LIFE INSURANCE COMPANY | Jul 1FY2025 |
| GOULSTON & STORRS PC | BOSTON, MA | AUSTIN, TX | METROPOLITAN LIFE INSURANCE COMPANY | Jan 1FY2025 |
| ING FINANCIAL SERVICES LLC | NEW YORK, NY | AUSTIN, TX | METROPOLITAN LIFE INSURANCE COMPANY | May 1FY2025 |
| DECHERT LLP | PHILADELPHIA, PA | AUSTIN, TX | METROPOLITAN LIFE INSURANCE COMPANY | Jan 1FY2024 |
| STONEHILL COLLEGE | NORTH EASTON, MA | AUSTIN, TX | PRUDENTIAL INSURANCE COMPANY OF AMERICA | Jul 1FY2025 |
more employers in KESTRA INVESTMENT SERVICES LLC's book
See the full client list across every office, with carriers, renewal dates, and disclosed commissions — plus the renewal calendar and export.
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan years 2024–2025 on this page)