Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Marie Stockberger is a financial professional with over 20 years of experience in the financial services industry. Kelly is registered with Creative Financial Designs, Inc. in Indiana. Kelly has held previous roles at WELLS FARGO INVESTMENTS, LLC and WELLS FARGO BROKERAGE SERVICES, L.L.C.. Kelly specializes in providing financial planning, portfolio management for individuals and businesses and educational seminars. Kelly is committed to providing her clients with personalized service and customized solutions.
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.
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.
1
2
IN
02/03/2022 - Present
Creative Financial Designs, Inc. (KOKOMO IN)
IN
12/13/2000 - 07/27/2010
WELLS FARGO INVESTMENTS, LLC (ROCHESTER IN)
MN
12/14/2000 - 03/14/2001
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
MN
07/02/1996 - 12/13/2000
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
MN
01/25/1994 - 07/18/1994
NORWEST INVESTMENT SERVICES, INC. (MINNEAPOLIS MN)
BOTH
Issued 10/11/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/06/2015
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/30/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/18/2015
Series 24 - General Securities Principal Examination
BC
Issued 09/07/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/19/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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