Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Daniel Dransfeldt is a registered investment advisor representative with Wintrust Investments LLC. Kelly has been in the securities industry since January 14, 2007. Kelly is registered with the state of Illinois and holds the Series 63, 66 and 7 licenses. Kelly's firm provides financial planning and investment management services for individuals, businesses, and charitable organizations. Kelly is also an employee of Grundy Bank, located in Morris, Illinois.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
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2
IL
11/27/2017 - Present
Wintrust Investments LLC (MORRIS IL)
BOTH
Issued 10/03/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/02/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/12/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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