Kelly Fennelly, financial advisor Indianapolis IN
93 score

Kelly Fennelly

CRD Number: 4500829
Current Firm: Lpl Financial LLC

Kelly Fennelly (CRD# 4500829) is an Investment Advisor Representative working at Lpl Financial LLC in Indianapolis, IN and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Elements Financial Federal Cu Indianapolis, IN Jan 2015 - Current 1
Lpl Financial LLC Indianapolis, IN Jun 2013 - Current 3
Eli Lilly Federal Cu Indianapolis, IN Jun 2013 - Jan 2015 1
Thrivent Financial For Lutherans Appleton, WI Nov 2012 - Jun 2013 < 1
Thrivent Investment Management Inc. Greenwood, IN Sep 2012 - Jun 2013 < 1
Thrivent Financial For Lutherans Appleton, WI Sep 2012 - Nov 2012 < 1
Chase Investment Services Corp. Chicago, IL Jul 2005 - Sep 2012 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2003
S65 NASAA Investment Advisors Law Examination May 2008
Contact Info for Kelly J. Fennelly
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • IN
  • TX
By the Numbers
  • Total Assets Under Management
    112,086
    MILLIONS
  • Total Number of Accounts
    531,091
    ACCOUNTS
  • Average Account Value
    $211,049
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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