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Kestra Financial

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Kestra Financial reviews

2.2

24% would recommend to a friend

(181 total reviews)
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James Poer

24% approve of CEO

26% positive business outlook

Kestra Financial has an employee rating of 2.2 out of 5 stars, based on 181 company reviews on Glassdoor which indicates that most employees have an average working experience there. The Kestra Financial employee rating is 41% below average for employers within the Financial Services industry (3.7 stars).

Reviews by job title

181 reviews
2.0
Sep 25, 2017
Recommend
CEO approval
Business Outlook

Pros

Great new office with a gym. Biz dev seems to do a good job gaining new reps/expanding the client base. Some teams have a good culture/competent peers.

Cons

Seems like most of middle management is in place because of connections or seniority (which is not too hard to achieve with such high turnover), rather than ability. No downward accountability- upper level management does not want to receive feedback about the middle or themselves. Getting different answers from different people is commonplace, because little is written down and what is is hardly ever followed.

5.0
Jun 29, 2017

Current Employee

Anonymous employee
Recommend
CEO approval
Business Outlook

Pros

Great collaborative environment and work life balance. Leadership really cares about every employee and provides the tools/ processes to succeed. Open door policy is truly a reality at Kestra.

Cons

Company is going through a transition after being spun off from NFP so there are bound to be challenges along the way.

1.0
Jun 18, 2026
Recommend
CEO approval
Business Outlook

Pros

None. Horribly bureaucratic, with a Bank mentality but aggressively markets themselves as "Independent". BS. All they care about is creating additional revenue sources (sharing with venders) and finding ways to repeat and scale the Advisors with none of the Freedom they promise. RUN FAs....

Cons

They are now on their like 3rd Private Equity owner....."need I say more". It is all about financial engineering, their revenue (not the FAs) and all the wirehouse conflicts of interest that come with it.

Viewing 100 - 102 of 181 Reviews

Glassdoor has 209 Kestra Financial reviews submitted anonymously by Kestra Financial employees. Read employee reviews and ratings on Glassdoor to decide if Kestra Financial is right for you.