Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Van deusen is an investment advisor representative at Edelman Financial Engines. Kelly has been in the industry since 1999. Kelly holds Series 6, 63, and 65 licenses. Kelly has experience working with various client types, including individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Kelly is registered in Kansas, Missouri, and Texas. In addition to Kelly's work with Edelman Financial Engines, Kelly is a Vice-President and board member of Lake Winnibago Saddle Club.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Set-up fees & related svcs; reimbursements for printed materials
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MO
11/30/2016 - Present
Edelman Financial Engines (LEE'S SUMMIT MO)
MO
04/13/1999 - 03/06/2001
AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)
IA
Issued 09/12/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/03/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/12/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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