Kelly Rose (CRD# 2165846) is an Investment Advisor Representative working at Prudential Financial Planning Services in Greenwood Village, CO and has over 3 years of experience in the finance industry.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
CRD# 5495455
Schaefer Financial Management, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Prudential Insurance Company Of America | Englewood, CO | Oct 2019 - Current | 3 |
| Pruco Securities, LLC | Englewood, CO | Sep 2019 - Current | 3 |
| Advocare International LP | Plano, TX | Mar 2003 - Current | 20 |
| 10 Til 2 | Aurora, CO | Jan 2019 - Oct 2019 | < 1 |
| 10 Til 2 | Aurora, CO | Jan 2019 - Sep 2019 | < 1 |
| Homemaking | Highlands Ranch, CA | Apr 1999 - Jan 2019 | 19 |
| Hobby Lobby Stores Inc. | Lone Tree, CO | Feb 2018 - Mar 2018 | < 1 |
| Jen Routon (broker Associate, Madison & Company Properties) | Greenwood Village, CO | Apr 2017 - Jul 2017 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2019 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2020 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CO
- TX
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Total Assets Under Management14,969MILLIONS
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Total Number of Accounts92,200ACCOUNTS
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Average Account Value$162,356
- 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
- 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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