Rodney Russell Kee

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2002 → 03/2018
  Edward Jones
  St Louis, MO
• 06/2018 → 02/2026
  Equity Services, Inc.
  Montpelier, VT
• 06/2018 → Present
  National Life Group
  Witchita Falls, TX
• 02/2026 → Present
  Lpl Financial Llc
  Wichita Falls, TX

Previous Registrations

• 2018-06-22 → 2026-02-17
  Equity Services, Inc.
  Addison, TX
  Addison, TX
  Wichita Falls, TX
• 2007-01-03 → 2018-03-26
  Edward Jones
  Iowa Park, TX
• 2002-05-22 → 2002-07-18
  A. G. Edwards & Sons, Inc.
  Wichiata Falls, TX

Other Businesses

1. 02/2026 - KEE FINANCIAL SERVICES - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hour(s)/Month - 80 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 2/17/2026 2. 02/2026 - KEE FINANCIAL SERVICES - Non-Variable Insurance - Inv Related - 160 Hour(s)/Month - 20 Hour(s) During Trading - Wichita Falls, TX, 76308 - OBA Start Date: 01/01/2026

Exams

• S66 Uniform Combined State Law Examination
  2001-11-21

Other Names

• Rodney Kee