Kellie Eggert, financial advisor La Crosse WI
93 score

Kellie Eggert

CRD Number: 1378108
Current Firm: Primerica Advisors

Kellie Eggert (CRD# 1378108) is an Investment Advisor Representative working at Primerica Advisors in La Crosse, WI and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Hometown Variety St Charles, MN Jan 2007 - Current 9
Pfs Investments Inc. Rochester, MN Jun 2002 - Current 14
Primerica Financial Services Rochester, MN Jun 2001 - Current 15
Knit Craft Winona, MN May 2007 - Dec 2008 1
Kelly Temp Service Winoma, MN Jan 2007 - May 2007 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2003
S65 NASAA Investment Advisors Law Examination Apr 2016
Contact Info for Kellie D. Eggert
Phone Number: 800-544-5445
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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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