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David Anthony Kelley

Allstate Financial Services, LLC

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About David Anthony Kelley

David Anthony Kelley is a financial advisor with Allstate Financial Services, LLC. David has been in the financial industry since 2001 and holds a Series 6, Series 63, and SIE licenses. David is registered to sell securities in Minnesota and Wisconsin. David's primary office location is 5913 Howard Ave, Milwaukee, WI 53220-1904.

Firm Information

David Kelley is currently registered with Allstate Financial Services, LLC. Allstate Financial Services, LLC, is a Limited Liability Company formed in November 1999. The firm is registered in all 50 states and the District of Columbia.

Not reported

Assets Under Management

Not reported

Total Clients

4,147

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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David Kelley’s Registration & Firm History

WI

04/26/2001 - Present

Allstate Financial Services, LLC (Milwaukee WI)

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Licenses & Designations

BC

Issued 05/04/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/25/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Anthony Kelley.
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