Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Cutsforth is a financial advisor at Wells Fargo Advisors Financial Network, LLC. Kelly has been in the financial services industry since 2000 and has a strong track record of helping clients reach their financial goals. Kelly is registered to provide investment advice in California, Minnesota, and Texas. Kelly is also licensed to sell securities in Arizona, California, Colorado, District of Columbia, Florida, Hawaii, Illinois, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Nevada, New Jersey, North Carolina, Oregon, Pennsylvania, South Dakota, Texas, Washington, Wisconsin, and Wyoming. Kelly's clients include high-net-worth individuals, corporations, and charitable organizations. Kelly provides investment consulting services to institutional clients, and has experience in financial planning, pension consulting, portfolio management for businesses and individuals, and selection of other advisors.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MN
01/12/2024 - Present
Wells Fargo Advisors Financial Network, LLC (WILLMAR MN)
MN
01/03/2011 - 10/03/2022
WELLS FARGO CLEARING SERVICES, LLC (ROCHESTER MN)
MN
10/30/2009 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (ROCHESTER MN)
MN
07/18/2003 - 10/30/2009
U.S. BANCORP INVESTMENTS, INC. (ROCHESTER MN)
NY
08/25/2000 - 05/15/2002
SALOMON SMITH BARNEY INC. (NEW YORK NY)
BOTH
Issued 02/22/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/08/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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