Kestra Financial, Inc
OwnerCapital Planning Advisors LLC
About Kestra Financial, Inc
Kestra Financial, Inc is listed as Owner at Capital Planning Advisors LLC in Roseville, CA. Form ADV reports a beneficial ownership band of Over 75%.
Reported ownership
Owns Over 75% of Capital Planning Advisors LLC
Ownership band reported on Form ADV Schedule B
Frequently asked questions
Where does Kestra Financial, Inc work?
Kestra Financial, Inc is listed as Owner at Capital Planning Advisors LLC on SEC Form ADV.
How much of Capital Planning Advisors LLC does Kestra Financial, Inc own?
Form ADV reports a beneficial ownership band of Over 75%.
Capital Planning Advisors LLC
| Title | Owner |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2021 |