Personal Benefit Financial

Personal Benefit Financial (CRD# 112517) is a financial advisory firm headquartered in Lakewood, CO. They manage $77,800,000 in 293 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    78
    MILLION
  • Total Number of Accounts
    293
    ACCOUNTS
  • Average Account Value
    $265,529
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CO

Financial Advisors at Personal Benefit Financial
Showing 1 - 3 of 3 top financial advisors.
1
Eric S. Kee
CRD#: 2718062
870 Kipling Street, Suite A, Lakewood, CO 80215
93
Wealthminder
score

Eric Kee (CRD# 2718062) is an Investment Advisor Representative working at Personal Benefit Financial in Lakewood, CO and has over 19 years of experience in the finance industry.

2
Sharla D. Rountree
CRD#: 1790302
870 Kipling St Suite A, Lakewood, CO 80215
93
Wealthminder
score

Sharla Rountree (CRD# 1790302) is an Investment Advisor Representative working at Personal Benefit Financial in Lakewood, CO and has over 28 years of experience in the finance industry.

3
Larry R. Blair
CRD#: 849940
1400 Carr Street, Lakewood, CO 80215
83
Wealthminder
score

Larry Blair (CRD# 849940) is an Investment Advisor Representative working at Personal Benefit Financial in Lakewood, CO and has over 33 years of experience in the finance industry.

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