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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 Dunne is a financial advisor with Osaic Wealth, Inc., a firm headquartered in Scottsdale, Arizona. Kelly has been in the industry since 2000 and has held positions at several firms including TRIAD ADVISORS LLC, LPL FINANCIAL LLC, and Lutheran Brotherhood Securities Corp. Kelly is registered with FINRA and holds Series 6, 7, and 63 licenses as well as the SIE. Kelly works with a variety of clients including individuals, high-net-worth individuals, corporations, and charitable organizations. Kelly specializes in financial planning, pension consulting, educational seminars, and portfolio management.
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.
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2
ID
08/23/2024 - Present
Osaic Wealth, Inc. (Coeur d'Alene ID)
ID
05/18/2016 - 08/23/2024
TRIAD ADVISORS LLC (Coeur d'Alene ID)
ID
10/02/2002 - 05/31/2016
LPL FINANCIAL LLC (COEUR D' ALENE ID)
MN
04/28/2000 - 06/28/2002
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
BC
Issued 05/02/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/2004
Series 7 - General Securities Representative Examination
BC
Issued 04/27/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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