Kelly Switt (CRD# 6715862) is an Investment Advisor Representative working at Avantax Advisory Services in Elk Grove Village, IL and has over 5 years of experience in the finance industry.
CRD# 4973788
Polen Capital Management, LLC
CRD# 3025408
Primerica Advisors
CRD# 4437589
Arete Wealth Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avantax Advisory Services | Elk Grove Village, IL | Oct 2019 - Current | 4 |
| Avantax Investment Services, Inc. | Elk Grove Village, IL | Oct 2019 - Current | 4 |
| Porte Brown LLC | Elk Grove Village, IL | Jun 2001 - Current | 22 |
| 1st Global Capital Corp. | Elk Grove Village, IL | Jan 2019 - Oct 2019 | < 1 |
| 1st Global Advisors, Inc. | Elk Grove Village, IL | Jan 2019 - Oct 2019 | < 1 |
| 1st Global Capital Corp. | Elk Grove Village, IL | Oct 2016 - May 2018 | 1 |
| 1st Global Advisors, Inc. | Elk Grove Village, IL | Oct 2016 - May 2018 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2019 |
- IL
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Total Assets Under Management41,696MILLIONS
-
Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- 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
- Other
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, VT, WA, WI, WV, WY
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