Kelly SneedCRD 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.
Robert W. Baird & Company Incorporated
Annex Wealth Management, LLC
Pgim Investments LLC
|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|
Total Assets Under Management25,817MILLIONS
Total Number of Accounts81,004ACCOUNTS
Average Account Value$318,708
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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