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Kelly Patrick Bjordal

THE Leaders Group, Inc.

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About Kelly Patrick Bjordal

Kelly Bjordal is a financial advisor with The Leaders Group, Inc. based in Littleton, CO. Kelly has been in the financial industry since 1986 and has a wide range of experience in the industry. Kelly holds the Series 6, 7, 22, 24, and 63 licenses as well as the SIE exam. Kelly was previously with ING Financial Partners, Inc., Securities America, Inc., MML Investors Services, Inc., Walnut Street Securities, Inc., American United Life Insurance Company, AUL Equity Sales Corp., and Lutheran Brotherhood Securities Corp.

Firm Information

Kelly Bjordal is currently registered with THE Leaders Group, Inc.. THE Leaders Group, Inc. is a Corporation registered in 52 states and the District of Columbia, with an approved SEC registration. Formed on July 14, 1994, the firm has a history of providing financial services.

Not reported

Assets Under Management

Not reported

Total Clients

854

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Kelly Bjordal’s Registration & Firm History

CO

07/08/2014 - Present

THE Leaders Group, Inc. (LITTLETON CO)

MN

03/17/2008 - 12/31/2013

ING FINANCIAL PARTNERS, INC. (MINNEAPOLIS MN)

MN

11/10/2003 - 03/18/2008

SECURITIES AMERICA, INC. (MINNEAPOLIS MN)

MA

07/05/2002 - 10/09/2003

MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)

CA

04/04/2001 - 07/11/2002

WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)

IN

04/16/1999 - 04/03/2001

AMERICAN UNITED LIFE INSURANCE COMPANY (INDIANAPOLIS IN)

IN

04/16/1999 - 04/03/2001

AUL EQUITY SALES CORP. (INDIANAPOLIS IN)

MA

02/04/1994 - 04/16/1999

MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)

MO

09/02/1992 - 01/01/1994

A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)

MN

08/28/1986 - 09/17/1992

LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)

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Licenses & Designations

BC

Issued 08/04/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/22/2000

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/11/1992

Series 7 - General Securities Representative Examination

BC

Issued 11/20/1987

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 08/27/1986

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kelly Patrick Bjordal.
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