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Kelli Marie Mann

Saturna Capital Corp.

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About Kelli Marie Mann

Kelli Mann is a financial advisor in Bellingham, WA. Kelli has been in the industry for 12 years and is currently registered with Saturna Capital Corp. as an investment advisor representative. Kelli has passed the Series 66 and Series 7TO exams. Kelli also holds a SIE license. Kelli specializes in providing financial planning services, portfolio management for individuals, investment companies and pooled investment vehicles. Kelli is also registered with the state of Washington as an investment advisor representative. Kelli's firm, Saturna Capital Corp., offers a variety of services, including financial planning, portfolio management, pension consulting, and educational seminars.

Firm Information

Kelli Mann is currently registered with Saturna Capital Corp.. Saturna Capital Corp. is an investment advisor based in BELLINGHAM, WA. They manage $8,394,714,767 in assets for 111 clients, primarily investment companies, charitable organizations, and high-net-worth individuals. They offer financial planning, pension consulting, and portfolio management for individuals, investment companies, and pooled investment vehicles. They also participate in wrap fee programs.
Saturna Capital Corp.

1300 N STATE ST.

BELLINGHAM, WA 98225-4730

$8.39B

Assets Under Management

26

Total Clients

29

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Kelli Mann’s Registration & Firm History

WA

03/29/2022 - Present

Saturna Capital Corp. (BELLINGHAM WA)

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Licenses & Designations

BOTH

Issued 11/16/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/26/2020

Series 7TO - General Securities Representative Examination

BC

Issued 05/27/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kelli Marie Mann.
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