Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Leigh Edmonds is an investment advisor representative, registered in Iowa since January 2012. Kelly is affiliated with Avantax Advisory Services and Avantax Planning Partners, Inc., and has experience with both individuals and businesses. Kelly is a specialist in financial planning, pension consulting and portfolio management for both businesses and individuals.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
IA
03/18/2021 - Present
Avantax Advisory Services (DUBUQUE IA)
IA
Issued 12/16/2011
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Kelly Edmonds is the right advisor for you? Invested Better is here to help.
