Kelly Deforrest (CRD# 6987475) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Greenwood Village, CO and has over 5 years of experience in the finance industry.
CRD# 4618120
Thrivent Advisor Network, LLC
CRD# 5495455
Schaefer Financial Management, Inc.
CRD# 3077330
Schwab Wealth Advisory, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Brokerage Services LLC | Greenwood Village, CO | Jul 2018 - Current | 6 |
| All Terrain Landscaping | Greeley, CO | Jun 2018 - Jul 2018 | < 1 |
| Country Inn And Suites | Greeley, CO | Jan 2017 - May 2018 | 1 |
| Aarons Inc. | Fort Morgan, CO | Aug 2016 - Jan 2017 | < 1 |
| Best Western Plus | Fort Morgan, CO | Jul 2016 - Aug 2016 | < 1 |
| Startek | Greeley, CO | Oct 2015 - Jul 2016 | < 1 |
| Palomino | Greeley, CO | Jun 2015 - Oct 2015 | < 1 |
| Teletech | Greeley, CO | Feb 2015 - Apr 2015 | < 1 |
| Aarons | Sterling, CO | Nov 2014 - Jan 2015 | < 1 |
| Smiling Moose | Denver, CO | Aug 2014 - Nov 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2018 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2020 |
- CO
- TX
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Total Assets Under Management818,776MILLIONS
-
Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- 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
- 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, VT, WA, WI, WV, WY
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