Eric Stephen Matthew Kee

Employer firm

Kestra Advisory Services, LLC CRD 283330

$79.8B regulatory AUM 6,392 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 05/2008 → Present
  Royal Alliance Associates, Inc.
  Lakewood, CO
• 08/2018 → Present
  Kestra Investment Services, Llc
  Lakewood, CO
• 08/2018 → Present
  Kestra Advisory Services, Llc
  Lakewood, CO

Previous Registrations

• 2010-09-13 → 2026-03-13
  Personal Benefit Financial
  Lakewood, CO

Other Businesses

Business Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Parkway,Building 2 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: IAR Start Date: 8/27/2018 Hours per month: 61% - 70% (97 - 112 hours) Hours per month during trading hours: 51% - 60% (71 - 84 hours) Duties: Act for my clients best interest based on our plan and goalsBusiness Name: Personal Benefit Seminars My Federal Retirement and Benefits Investment Related: Yes Address: 870 Kipling St Ste A Lakewood CO 80215 Nature of Business: Other Other/None of the Above Public Speaking Position, Title or Relationship: Professional Speaker Start Date: 6/1/2008 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Provide accurate information to audience on benefits.Business Name: Personal Benefit Financial Investment Related: Yes Address: 870 Kipling St Ste A Lakewood CO 80215 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance; Investment Advisory services through an independent outside RIA; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: IAR Start Date: 8/27/2018 Hours per month: 51% - 60% (81 - 96 hours) Hours per month during trading hours: 21% - 30% (29 - 42 hours) Duties: I manage retail advisory accounts under a risk based strategy created by written financial plan.

Exams

• S66 Uniform Combined State Law Examination
  2010-02-01
• S63 Uniform Securities Agent State Law Examination
  1997-01-28

Other Names

• Eric Stephen Matthew Oderkirk