Kelli Mann, financial advisor Bellingham WA

Kelli Mann

CRD Number: 7222342
Current Firm: Saturna Capital Corporation

Kelli Mann (CRD# 7222342) is an Investment Advisor Representative working at Saturna Capital Corporation in Bellingham, WA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Saturna Brokerage Services Bellingham, WA Nov 2020 - Current 3
Saturna Capital Corporation Bellingham, WA Jan 2020 - Current 3
Saturna Brokerage Services Bellingham, WA Jan 2020 - Nov 2020 < 1
Alten Battery Chargers Bellingham, WA Sep 2015 - Feb 2020 4
Specified Fittings Bellingham, WA May 2016 - Jan 2020 3
Ejm Bookkeeping Bellingham, WA Dec 2015 - Aug 2016 < 1
Homemaker Bellingham, WA Jan 2015 - Sep 2015 < 1
Superfeet Ferndale, WA Jan 2007 - Jan 2015 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2020
Contact Info for Kelli M. Mann
Phone Number: 360-734-9900
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Pension consulting services
Types of Clients
Registered States


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