Sharla Rountree
Sharla Rountree is a CFP-designated registered investment advisor at Kestra Advisory Services, LLC, based in Lakewood, CO, with 37 years of industry experience. Sharla is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 117,403 clients with $80B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Asset-based fees range up to 2.5% of assets under management and are negotiable based on account size, registration type, and services provided.
Fee Estimator
Location
870 Kipling St., Lakewood, CO, 80215
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Sharla is involved in several business activities, including being a contractor for Personal Benefit Seminars, a joint owner of real estate with her mother, and the owner of Personal Benefit Financial, Inc. She also owns My Federal Retirement and Benefits, and Rountree & Associates, which involves insurance and investment advisory services.
Employment History
Current Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
Royal Alliance Associates, INC.
Personal Benefit Financial
Royal Alliance Associates, INC.Broker
Planned Investments INC.Broker
Royal Alliance Associates, INC.Broker
Integrated Resources Equity CorporationBroker
State Registrations41 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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