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Kelly Shawnna Bielski

Alight Financial Advisors, LLC

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About Kelly Shawnna Bielski

Kelly Shawnna Bielski is an investment advisor representative with Alight Financial Advisors, LLC. Kelly is registered with the state of Illinois. Kelly has been in the industry since 1994 and has experience with a variety of financial services firms, including Hewitt Financial Services LLC and Fidelity Investments Institutional Services Company, Inc. Kelly has a Series 6, Series 63, and Series 65 license. Alight Financial Advisors, LLC is an independent Registered Investment Advisor (RIA) that offers a range of financial planning and investment management services. The firm manages over $33 billion in assets for individual clients.

Firm Information

Kelly Bielski is currently registered with Alight Financial Advisors, LLC. Alight Financial Advisors, LLC is an investment advisor registered with the SEC and located in Charlotte, NC. The firm manages approximately $10 billion to $50 billion in assets for individuals. They offer a range of services including financial planning, portfolio management, and educational seminars. They are also a participant in wrap fee programs.
Alight Financial Advisors, LLC

9335 HARRIS CORNERS PARKWAY

CHARLOTTE, NC 28269

$33.74B

Assets Under Management

Not reported

Total Clients

69

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Set-up fees and related services

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Kelly Bielski’s Registration & Firm History

NC

12/17/2013 - Present

Alight Financial Advisors, LLC (CHARLOTTE NC)

IL

05/29/2002 - 01/06/2006

HEWITT FINANCIAL SERVICES LLC (CHICAGO IL)

RI

03/15/1994 - 07/11/2000

FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)

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Licenses & Designations

IA

Issued 12/16/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/28/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/14/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kelly Shawnna Bielski.
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