Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Windorski is a financial professional with over 20 years of experience in the industry. Kelly is currently registered with Wealth Enhancement Brokerage Services, LLC. Kelly previously worked with LPL FINANCIAL LLC, AMERICAN ENTERPRISE INVESTMENT SERVICES INC., COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC., RIVERSOURCE DISTRIBUTORS, INC., AMERIPRISE FINANCIAL SERVICES, INC., SECURITIES AMERICA, INC., and IDS LIFE INSURANCE COMPANY. Kelly is licensed to offer investment advice in multiple states. Kelly holds several industry licenses and certifications including Series 7, Series 24, Series 27, and Series 99TO.
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.
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.
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2
MN
05/26/2016 - Present
Wealth Enhancement Brokerage Services, LLC (PLYMOUTH MN)
MN
07/29/2016 - 02/08/2022
LPL FINANCIAL LLC (PLYMOUTH MN)
MN
11/20/2012 - 03/18/2015
AMERICAN ENTERPRISE INVESTMENT SERVICES INC. (MINNEAPOLIS MN)
MN
11/20/2012 - 03/18/2015
COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. (MINNEAPOLIS MN)
MN
11/20/2012 - 03/18/2015
RIVERSOURCE DISTRIBUTORS, INC. (MINNEAPOLIS MN)
MN
11/07/2011 - 03/18/2015
AMERIPRISE FINANCIAL SERVICES, INC. (Minneapolis MN)
NE
07/15/2010 - 11/07/2011
SECURITIES AMERICA, INC. (LAVISTA NE)
MN
08/31/1999 - 03/03/2011
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
08/31/1999 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 02/05/2011
Series 24 - General Securities Principal Examination
BC
Issued 11/01/2010
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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