Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Kelly is a financial advisor with over 38 years of experience in the industry. Scott has a wide range of experience, having worked with several firms including Walnut Street Securities, Inc., Linsco/Private Ledger Corp., Locust Street Securities, Inc., Valmark Securities, Inc., Kestra Investment Services, LLC, and Triad Advisors LLC. Scott is currently registered with Gallagher Fiduciary Advisors, LLC in Wisconsin.
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.
See schedule d misc. for explanation
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.
A percentage of the total value of assets under management is charged.
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2
WI
04/11/2022 - Present
Gallagher Fiduciary Advisors, LLC (Madison WI)
WI
03/29/2022 - 08/23/2024
TRIAD ADVISORS LLC (Madison WI)
WI
02/07/2018 - 03/31/2022
KESTRA INVESTMENT SERVICES, LLC (Madison WI)
WI
09/30/2010 - 02/07/2018
VALMARK SECURITIES, INC. (MADISON WI)
WI
03/10/1998 - 10/08/2010
WALNUT STREET SECURITIES, INC. (MADISON WI)
SC
03/04/1997 - 03/11/1998
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
CA
11/02/1994 - 03/04/1997
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
IA
07/30/1984 - 11/10/1994
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
IA
Issued 11/23/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/23/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/12/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/18/1999
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/1996
Series 7 - General Securities Representative Examination
BC
Issued 07/27/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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