Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Farwell Crane is a financial advisor with over 38 years of experience in the industry. Kelly is registered with Wealth Enhancement Advisory Services, LLC, which is headquartered in Plymouth, Minnesota. Kelly is a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Financial Analyst. Kelly has a broad range of experience advising individuals, corporations, and charitable organizations on investment and financial planning matters. Kelly's primary business activity is providing investment advisory services through Wealth Enhancement Advisory Services. Kelly also provides tax preparation and accounting services through Wealth Enhancement Group.
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.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
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.
Fees received from third party investment advisors
1
2
MN
04/28/2023 - Present
Wealth Enhancement Advisory Services, LLC (PLYMOUTH MN)
CA
10/17/2016 - 07/05/2022
LPL FINANCIAL LLC (ST HELENA CA)
CA
05/15/2008 - 10/20/2016
CETERA ADVISOR NETWORKS LLC (ST HELENA CA)
CA
02/10/2003 - 05/15/2008
ASSOCIATED SECURITIES CORP. (ST. HELENA CA)
CA
09/28/1995 - 02/13/2003
TRANSAMERICA FINANCIAL ADVISORS, INC. (LOS ANGELES CA)
NY
05/07/1990 - 02/09/1996
NEW ENGLAND SECURITIES (NEW YORK NY)
CA
02/24/1984 - 04/17/1990
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
BC
Issued 06/01/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/04/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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