Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Ann Kunst is a financial advisor at BFC Planning, Inc. Kelly has been in the industry since 2009 and holds a variety of licenses and certifications including a Certified Financial Planner designation. Kelly has worked for several firms throughout their career and has experience in providing financial planning, investment advisory, and other financial services. Kelly works with a variety of clients, including individuals, corporations, and charitable organizations. Kelly is based in Cedar Rapids, IA.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitor fee
1
2
IA
09/21/2015 - Present
BFC Planning, Inc. (CEDAR RAPIDS IA)
TX
02/23/2011 - 09/21/2015
KALOS CAPITAL, INC. (DALLAS TX)
TX
11/11/2009 - 10/11/2010
MML INVESTORS SERVICES, INC. (DALLAS TX)
IA
Issued 11/10/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/22/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/2016
Series 7 - General Securities Representative Examination
BC
Issued 09/04/2013
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 02/22/2011
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 11/09/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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