D. Bruce Keefe

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

• 05/1984 → Present
  Fms, Inc.
  Encino, CA
• 04/2016 → Present
  Kestra Advisory Services, Llc
  Encino, CA
• 06/2000 → Present
  Kestra Investment Services, Llc
  Encino, CA

Other Businesses

Business Name: FMS Financial Partners, Inc. Investment Related: Yes Address: 7660 Fay Avenue, Ste H228 La Jolla CA 92037 Nature of Business: Consulting; Insurance; Mortgage Related; Investment Advisory (RIA, IAR, Financial Planning, etc.) Position, Title or Relationship: Senior Advisor Start Date: 7/15/1974 Hours per month: 51% - 60% (81 - 96 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Advise clients on insurance, investments, and tax planning Business Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Parkway Building 2, Suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Investment Advisor Representative Start Date: 4/4/2016 Hours per month: Up to 100% (0 to 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Investment advisory services

Other Names

• Bruce Keefe
• Donald Bruce Keefe