Wyatt Kelly (CRD# 7499363) is an Investment Advisor Representative working at Nations Financial Group, Inc. in Dubuque, IA and has 1 year of experience in the finance industry.
CRD# 4802967
Edward Jones
CRD# 4638956
Empower Advisory Group, LLC
CRD# 2646777
Avantax Advisory Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Core Investments Group, Inc. | Dubuque, IA | Jan 2022 - Current | 2 |
| Loras College | Dubuque, IA | Aug 2018 - May 2022 | 3 |
| Aldi | Dubuque, IA | May 2020 - Dec 2021 | 1 |
| Duluth Trading Co | Dubuque, IA | May 2021 - Aug 2021 | < 1 |
| Pioneer | Reinbeck, IA | Jun 2014 - Jul 2019 | 5 |
| Randalls Stop 'n' Shop | Hudson, IA | Nov 2015 - Jul 2018 | 2 |
| Hudson Community School District | Hudson, IA | Dec 2012 - May 2018 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2023 |
- IA
-
Total Assets Under Management3,399MILLIONS
-
Total Number of Accounts9,857ACCOUNTS
-
Average Account Value$344,798
- A percentage of assets under your management
- 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)
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY
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