Kelly Sneed, financial advisor Brookfield WI

Kelly Sneed

CRD Number: 5090574
Current Firm: Cetera Advisor Networks LLC

Kelly Sneed (CRD# 5090574) is an Investment Advisor Representative working at Cetera Advisor Networks LLC in Brookfield, WI and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Benevest And Associates, Inc. Brookfield, WI Jun 2019 - Current 2
Benevest & Associates, Inc. Brookfield, WI Sep 2018 - Current 3
Cetera Advisor Networks Brookfield, WI May 2017 - Current 4
The Benefit Companies, Inc. Brookfield, WI Apr 2016 - Current 5
St Luke's Evangelical Lutheran Church Greendale, WI Jan 2016 - Dec 2018 2
Robert W. Baird & Company Milwaukee, WI Nov 2005 - Mar 2016 10
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2017
Contact Info for Kelly L. Sneed
Phone Number: 310-326-3100
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    25,817
    MILLIONS
  • Total Number of Accounts
    81,004
    ACCOUNTS
  • Average Account Value
    $318,708
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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