Kelly Van DeusenCRD Number: 3159127
Current Firm: Financial Engines Advisors LLC
Kelly Van Deusen (CRD# 3159127) is an Investment Advisor Representative working at Financial Engines Advisors LLC in Lees Summit, MO and has over 18 years of experience in the finance industry.
Nextgen Wealth, LLC
Searcy Financial Services, Inc.
Cambridge Investment Research Advisors, Inc.
|Financial Engines Advisors LLC||Lees Summit, MO||Nov 2016 - Current||1|
|Tmfs Advisors, LLC||Overland Park, KS||Jul 2004 - Nov 2016||12|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1999|
|S65||NASAA Investment Advisors Law Examination||Sep 2003|
Total Assets Under Management138,000MILLIONS
Total Number of Accounts1,166,541ACCOUNTS
Average Account Value$118,298
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops