Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Jean Vanden brook is a financial advisor with over 25 years of experience in the financial services industry. Kelly specializes in providing financial planning, portfolio management and investment advice to individuals, families and businesses. Kelly holds a Series 7, Series 24 and Series 63 securities license. Currently, Kelly is registered with Private Client Services, LLC in Appleton, WI. Kelly has also worked at several other firms throughout her career, including INVEST FINANCIAL CORPORATION, NATIONAL PLANNING CORPORATION, INVESTMENT CENTERS OF AMERICA, INC., SII INVESTMENTS, INC., and AAL CAPITAL MANAGEMENT CORPORATION. Kelly is committed to helping clients achieve their financial goals.
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.
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
WI
08/16/2018 - Present
Private Client Services, LLC (Appleton WI)
WI
02/27/2018 - 07/12/2018
INVEST FINANCIAL CORPORATION (APPLETON WI)
CA
12/08/2003 - 07/12/2018
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
WI
10/02/2001 - 07/12/2018
INVESTMENT CENTERS OF AMERICA, INC. (APPLETON WI)
WI
11/04/1997 - 07/12/2018
SII INVESTMENTS, INC. (APPLETON WI)
MN
10/07/1994 - 11/13/1997
AAL CAPITAL MANAGEMENT CORPORATION (MINNEAPOLIS MN)
BC
Issued 10/24/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/23/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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