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Marie Elizabeth Kelley

Stadion Money Management, LLC

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About Marie Elizabeth Kelley

Marie Elizabeth Kelley is a Registered Investment Advisor representative with Stadion Money Management, LLC in Watkinsville, GA. Marie is a financial professional with more than 15 years of experience in the industry. Marie has a broad experience in financial planning, portfolio management for individuals and businesses, and portfolio management for pooled investment vehicles. Marie has been registered as an investment advisor with the state of Georgia since July 2008. Before joining Stadion Money Management, LLC Marie worked for Lincoln Financial Distributors, Inc. and Lincoln Financial Advisors Corporation. Marie is a graduate of Indiana University.

Firm Information

Marie Kelley is currently registered with Stadion Money Management, LLC. Stadion Money Management, LLC is an investment advisor based in Watkinsville, Georgia. They provide portfolio management services to individuals, businesses, and pooled investment vehicles. Stadion Money Management, LLC has over 50,984 accounts with approximately $2.33 billion in regulatory assets under management. They participate in wrap fee programs and are registered with the SEC under the number 801-45601.
Stadion Money Management, LLC

1061 CLIFF DAWSON RD

WATKINSVILLE, GA 30677

$2.33B

Assets Under Management

Not reported

Total Clients

13

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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percentage of assets

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

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other

Minimum account fees in conjunction with asset-based fees

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Marie Kelley’s Registration & Firm History

GA

07/29/2008 - Present

Stadion Money Management, LLC (WATKINSVILLE GA)

IN

05/01/2007 - 11/20/2007

LINCOLN FINANCIAL DISTRIBUTORS, INC. (FORT WAYNE IN)

IN

11/20/2006 - 05/21/2007

LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)

IN

11/20/2006 - 05/01/2007

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)

PA

08/13/2004 - 05/04/2005

LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)

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Licenses & Designations

IA

Issued 06/06/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/12/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Marie Elizabeth Kelley.
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