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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly J France is a financial advisor with Ameriprise Financial Services, LLC in Altoona, Wisconsin. Kelly J France has been working in the financial services industry since August 29, 2003. Kelly J France is registered with the state of Wisconsin as an Investment Advisor Representative and has licenses in 18 states. Kelly J France has experience working with individual clients as well as corporations, insurance companies, charitable organizations and pension and profit-sharing plans. Kelly J France has been a Certified Financial Planner since 2014.
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.
Asset allocation services
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
WI
09/30/2024 - Present
Ameriprise Financial Services, LLC (Altoona WI)
WI
01/27/2015 - 08/01/2019
U.S. BANCORP INVESTMENTS, INC. (EAU CLAIRE WI)
WI
12/18/2013 - 02/02/2015
LPL FINANCIAL LLC (EAU CLAIRE WI)
WI
07/10/2009 - 12/19/2013
INVEST FINANCIAL CORPORATION (EAU CLAIRE WI)
WI
11/30/2005 - 07/10/2009
FINANCIAL NETWORK INVESTMENT CORPORATION (EAU CLAIRE WI)
IL
08/11/2003 - 11/11/2005
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
BOTH
Issued 12/03/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/09/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2008
Series 7 - General Securities Representative Examination
BC
Issued 08/08/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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