Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Ron Hubrig is a financial advisor with over 20 years of experience in the industry. Kelly is a Certified Financial Planner™ professional and is registered with LPL Financial LLC. Kelly is currently registered with FINRA and is a licensed representative in the state of North Dakota. Prior to joining LPL Financial LLC, Kelly has held positions with CETERA Investment Services LLC and BANCWEST INVESTMENT SERVICES, INC. Kelly specializes in financial planning, portfolio management, and retirement planning. Kelly is committed to providing personalized financial guidance and investment strategies to help clients achieve their financial goals.
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.
Consulting and other non-discretionary advisory services
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.
1
2
ND
08/01/2017 - Present
LPL Financial LLC (WAHPETON ND)
ND
09/06/2012 - 02/28/2017
CETERA INVESTMENT SERVICES LLC (WAHPETON ND)
ND
05/17/2006 - 08/28/2012
BANCWEST INVESTMENT SERVICES, INC. (LIDGERWOOD ND)
MN
09/30/2004 - 05/17/2006
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
MN
04/09/2003 - 10/04/2004
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
BOTH
Issued 04/23/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/07/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Kelly Hubrig is the right advisor for you? Invested Better is here to help.
