Carrie Kelley, financial advisor Hinckley MN
90 score

Carrie Kelley

CRD Number: 6061237
Current Firm: Waddell & Reed

Carrie Kelley (CRD# 6061237) is an Investment Advisor Representative working at Waddell & Reed in Hinckley, MN and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Various Insurance Carriers For W & R Insurnace Agencies Duluth, MN May 2013 - Current 3
Susan Stelman Duluth, MN May 2013 - Current 3
Waddell & Reed, Inc. Duluth, MN May 2012 - Current 4
Susan Stelman Duluth, MN May 2012 - Current 4
Apex Systems - Contracting Firm Minneapolis, MN Jan 2012 - Aug 2012 < 1
Ecapital Advisors Edina, MN May 2011 - Dec 2011 < 1
Fico Arden Hills, MN Aug 2010 - May 2011 < 1
Aga Medical Corporation Plymouth, MN Dec 2005 - Aug 2010 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2013
Contact Info for Carrie J. Kelley
Phone Number: 913-236-2000
Firm Website: http://www.waddell.com
Registered State(s):
  • CO
  • FL
  • MN
  • NM
  • WI
  • NV
  • ID
  • IA
By the Numbers
  • Total Assets Under Management
    18,309
    MILLIONS
  • Total Number of Accounts
    149,599
    ACCOUNTS
  • Average Account Value
    $122,387
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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