Kelly ClevengerCRD Number: 1129077
Current Firm: Phillips Financial
Kelly Clevenger (CRD# 1129077) is an Investment Advisor Representative working at Phillips Financial in Fort Wayne, IN and has over 5 years of experience in the finance industry.
Creative Financial Designs, Inc.
Transamerica Financial Advisors, Inc.
Monarch Capital Management Inc.
|Phillips Financial Management, LLC||Fort Wayne, IN||Jun 2011 - Current||5|
|Self Employed||Fort Wayne, IN||Mar 2011 - Current||5|
|Lincoln Financial Distributors, Inc.||Fort Wayne, IN||May 2007 - Dec 2010||3|
|First Penn-pacific Securities, Inc.||Schuamburg, IL||Apr 2003 - Dec 2010||7|
|Lincoln Financial Advisors Corporation||Fort Wayne, IN||Jul 1983 - Dec 2010||27|
|The Lincoln National Life Insurance Company||Fort Wayne, IN||Jul 1983 - May 2007||23|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jun 2011|
Total Assets Under Management799MILLIONS
Total Number of Accounts1,365ACCOUNTS
Average Account Value$585,221
- 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
- Educational seminars/workshops
AZ, FL, IL, IN, NC, NH, OH, TX