Unclaimed
Kelly Fellows is a registered investment advisor representative associated with Thrivent Investment Management Inc.. Kelly has been in the financial services industry since 2006. Kelly is licensed in Arizona, Florida, Georgia, Iowa, Minnesota, Nebraska, North Dakota, Texas and Wisconsin. Kelly holds the following licenses: Series 66, Series 7 and SIE.
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.
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.
1
2
MN
11/29/2011 - Present
Thrivent Investment Management Inc. (New Hope MN)
BOTH
Issued 07/28/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Kelly Fellows is the right advisor for you? Invested Better is here to help.