Invested Better
Publication of Financial Periodicals Advisors
50,030 Results
Unclaimed

RBC Capital Markets, LLC

location

Canonsburg, PA

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Kelly K Sullivan is a financial advisor with RBC Capital Markets, LLC. Kelly has been in the financial services industry since August 2014. Kelly is registered to provide investment advice in 32 states. Kelly is a Registered Representative of RBC Capital Markets, LLC, a member of FINRA/SIPC. Kelly specializes in providing financial advice to individuals, businesses, and institutions.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

T. Rowe Price Associates, Inc.

location

Leawood, KS

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Kelly G Hammond is a financial advisor with T. Rowe Price Associates, Inc. in Leawood, Kansas. Kelly has been in the industry since October 26, 2003, and has worked with a number of firms including Northern Trust Securities, Inc. and Waddell & Reed. Kelly specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Kelly has a strong understanding of the financial markets and is committed to providing clients with the best possible investment advice.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed
location

DENVER, CO

0 Disclosures

ADVISOR BIO

Kelly Stecklein is a financial advisor with The Institute, a firm that offers a range of financial services. Kelly specializes in providing investment and insurance advice to individuals, businesses, and charitable organizations. She is a registered investment advisor in Colorado and has been working in the industry for over 20 years. Kelly is committed to helping her clients achieve their financial goals through personalized investment strategies and financial planning.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Robert W. Baird & Co. Inc.

location

Tysons, VA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Kelly Soudachanh is a financial professional with Robert W. Baird & Co. Inc. Kelly holds a Series 63, Series 79TO, and SIE license and is registered in the District of Columbia and Virginia. Kelly has experience in the financial industry, having previously worked at HARRIS WILLIAMS in Richmond, Virginia.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
SEE SCHEDULE D
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

RBC Capital Markets, LLC

location

MINNEAPOLIS, MN

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Kelly Johnson is a registered representative with RBC Capital Markets, LLC. Kelly has been in the industry since 2001 and holds the Series 7, Series 63 and SIE licenses. Kelly also has experience with MJK Clearing, INC.. Kelly's specializations include Public Finance, Corporate Finance, Equities, Fixed Income, and Mutual Funds.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Northern Trust Securities, Inc.

location

Chicago, IL

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Kelly O'Malley is a financial professional with over 10 years of experience in the industry. Kelly is currently registered with Northern Trust Securities, Inc. and is licensed in 12 states. Kelly has a strong track record of providing financial advice to individuals and businesses. Prior to joining Northern Trust Securities, Kelly worked as a financial advisor at UBS Global Asset Management (US) Inc. Kelly holds several industry certifications, including Series 7, Series 63, and SIE. Kelly is committed to providing her clients with personalized financial advice that meets their specific needs.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Abacus Wealth Partners

location

SANTA MONICA, CA

0 Disclosures

ADVISOR BIO

Kelly Jayne Acheson is an investment advisor representative with Abacus Wealth Partners, a firm that provides financial planning and portfolio management services. Kelly specializes in providing financial advice to high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Kelly has been with Abacus Wealth Partners since November 2005 and is registered with the state of California.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING SERVICES
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Robert W. Baird & Co. Inc.

location

North Shore, WI

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Kelly Jean Garrow is a financial advisor currently registered with Robert W. Baird & Co. Inc. Kelly has been working in the financial services industry since October 2018. Kelly is a Series 66 and Series 7 licensed advisor and also holds the SIE designation. Kelly is registered in multiple states across the US and specializes in providing financial planning, portfolio management for individuals, businesses, and investment companies, as well as pension consulting. Previously Kelly was registered with Thrivent Investment Management Inc.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
SEE SCHEDULE D
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Vanguard Advisers, Inc. | CFP ® (Certifications)

location

Charlotte, NC

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Kelly Corey Zack is a financial advisor registered in North Carolina and Texas. Kelly has been in the industry since August 4, 2006. Currently, Kelly is associated with Vanguard Advisers, Inc. as an Investment Adviser Representative. Kelly is also registered with FINRA. Kelly has passed Series 6, Series 7, Series 63 and SIE exams. Kelly is also a Certified Financial Planner.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Pathstone | CFP ® (Certifications)

location

Boston, MA

0 Disclosures

ADVISOR BIO

Kelly Maregni is a financial advisor who has been in the industry since 2007. Kelly is currently registered with Pathstone and has been with them since 2016. Kelly is also a Certified Financial Planner. Kelly's experience includes working with Federal Street Advisors, Old North Advisors, and Pathstone Federal Street.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
FAMILY OFFICE SERVICES - EXPENSE MANAGEMENT, BILL PAY, INSURANCE ADVISORY, CONCIERGE SERVICE, PHILANTHROPIC ADVISORY
Portfolio Management for Pooled Investment Vehicles

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