Kelly Biederman (CRD# 6565615) is an Investment Advisor Representative working at Creative Planning in Columbus, OH and has over 7 years of experience in the finance industry.
CRD# 2483337
Stratos Wealth Partners, Ltd
CRD# 5207204
Shuttleworth & Company
CRD# 2278230
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Creative Planning, LLC | Overland Park, KS | Dec 2021 - Current | 2 |
| Lockton Companies, LLC | Chicago, IL | Jan 2018 - Dec 2021 | 3 |
| Lockton Financial Advisors, LLC | Chicago, IL | Jan 2018 - Dec 2021 | 3 |
| Lockton Investment Advisors | Chicago, IL | Jan 2018 - Dec 2021 | 3 |
| Nationwide Investment Services Corporation | Columbus, OH | Sep 2015 - Jan 2018 | 2 |
| Randstad | Columbus, OH | Jun 2015 - Sep 2015 | < 1 |
| Unemployed | Athens, OH | Dec 2014 - May 2015 | < 1 |
| Fuse Marketing | Winooski, VT | Sep 2014 - Dec 2014 | < 1 |
| Pigskin | Athens, OH | May 2013 - Oct 2014 | 1 |
| Scripps College Of Communications | Athens, OH | May 2014 - Sep 2014 | < 1 |
| Unemployed | Athens, OH | Jan 2014 - May 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2017 |
| S63 | Uniform Securities State Law Examination | Oct 2016 |
- IL
- OH
-
Total Assets Under Management175,272MILLIONS
-
Total Number of Accounts234,298ACCOUNTS
-
Average Account Value$748,072
- 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 pooled investment vehicles (other than investment companies)
- 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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