Kelli Harpe (CRD# 7377378) is an Investment Advisor Representative working at Open Road Wealth Management, LLC in Kansas City, MO and has over 2 years of experience in the finance industry.
CRD# 2074636
Financial Partners Group, Inc.
CRD# 1380183
Creative Planning
CRD# 5216324
Mariner Wealth
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Open Road Wealth Management, LLC | Liberty, MO | Jun 2021 - Current | 2 |
| Creative Corrections | Beaumont, TX | May 2021 - Current | 2 |
| Resolution Services | Lawrence, KS | Jan 2021 - Current | 3 |
| Federal Bureau Of Prisons | Kansas City, KS | Mar 1992 - Dec 2020 | 28 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2021 |
- KS
- MO
-
Total Assets Under Management24MILLIONS
-
Total Number of Accounts135ACCOUNTS
-
Average Account Value$180,189
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
KS, MO
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