Aggregators, Broker-Dealers & RIAs
NAPAFIRMPARTNERS
Las Vegas, NV • latus-group.com
Austin, TX • kestrafinancial.com
Kestra Financial
Latus Group, Ltd.
Key Contact(s)
Key Contact(s)
Taylor Hammons 737.443.2290 • taylor.hammons@kestrafinancial.com
Firm Profile Kestra Financial specializes in individual wealth management and institutional retirement plan solutions. Kestra was founded on a partnership culture that attracts leading advisors and selectively engages the best talent. That has allowed Kestra to be nimble enough to address individual needs while still offering superior resources. Kestra is based in Austin and built on an innovative and independent spirit recognized across the country. Kestra’s advisors benefit from unparalleled direct access to our leadership team and their experience and expertise.
Primary Market(s) Served Micro: <$1 million, Small: $1-$10 million, Mid: $10-$100 million, Large: $100-$250 million, Mega: >$250 million
Options Available • Preferred Provider Program • Retirement Sales Desk Representative
David J. Segarra 702.922.7820 • davids@latus-group.com Sean T. Sullivan 702.922.7820 • seans@latus-group.com
Firm Profile The Latus Group is a Corporate Retirement Plan Consulting firm focused on providing financial and retirement planning solutions to companies and their employees throughout the United States. The firm prides itself on delivering a personalized experience to every client relationship built upon trust, education, and total fee transparency. Our consulting team represents a diverse background of experienced independent financial advisors that bring peace of mind to your company retirement plan through extensive investment due diligence, fiduciary training programs, participant advice and education, provider benchmarking, and effective plan design.
Primary Market(s) Served Small: $1-$10 million, Mid: $10-$100 million, Large: $100-$250 million
Options Available • 3rd Party Vendor Analysis Tool
• Business Development Consultants
• Other Tools
• Recruiter for Retirement Plan Advisors
• Benchmarking Tools
• 3rd Party Vendor Analysis Tool
• Participant Advice/Participant Services
• Other Tools
• Allows Fiduciary Declaration 3(21)/3(38)
• Benchmarking Tools
• Plan Sponsor Fiduciary Training
• Participant Advice/Participant Services
• Minimum Fee Schedules
• CRM/Data Aggregation • Allows Fiduciary Declaration 3(21)/3(38) • 408(b) (2) - In-House or Outsourced
Home Office Employees Supporting the Business 6
• Plan Sponsor Fiduciary Training • Stable Value Analysis • Minimum Fee Schedules
Home Office Employees Supporting the Business 15
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