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Kelly Dawn Lambert

Directed Services LLC

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About Kelly Dawn Lambert

Kelly Dawn Lambert is a financial professional with over 14 years of experience in the financial services industry. Kelly currently works as a registered representative for Directed Services LLC. Prior to joining Directed Services LLC, Kelly worked at Northwestern Mutual Investment Services, LLC, Waddell & Reed, Mutual of Omaha Investor Services, Inc. and TD Ameritrade, Inc. Kelly is licensed to sell securities in California, Delaware, Iowa, Nevada, and Pennsylvania. Kelly holds Series 4, 7, 24, 52TO, 53, 63 and 66 licenses. Kelly has a strong track record of providing excellent customer service and helping clients achieve their financial goals.

Firm Information

Kelly Lambert is currently registered with Directed Services LLC. Directed Services LLC is a Limited Liability Company formed in December 2006. The firm is registered in California, Delaware, Iowa, Nevada, and Pennsylvania. They are also registered with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

36

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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Kelly Lambert’s Registration & Firm History

IA

01/26/2024 - Present

Directed Services LLC (DES MOINES IA)

KS

07/23/2021 - 01/11/2024

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (LEAWOOD KS)

KS

12/09/2019 - 07/07/2021

WADDELL & REED (OVERLAND PARK KS)

NE

10/07/2015 - 11/08/2019

MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)

NE

11/20/2009 - 07/16/2015

TD AMERITRADE, INC. (OMAHA NE)

NE

11/20/2008 - 12/20/2013

TD AMERITRADE CLEARING, INC. (OMAHA NE)

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Licenses & Designations

BOTH

Issued 04/30/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/26/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/22/2022

Series 4 - Registered Options Principal Examination

BC

Issued 03/15/2022

Series 53 - Municipal Securities Principal Examination

BC

Issued 02/16/2009

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/19/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kelly Dawn Lambert.
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