Kathleen Kelly-DishnoCRD Number: 6170919
Current Firm: Edward Jones
Kathleen Kelly-Dishno (CRD# 6170919) is an Investment Advisor Representative working at Edward Jones in Maryland Heights, MO and has over 4 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Visionary Wealth Advisors, LLC
|Edward Jones||St. Louis, MO||Mar 2013 - Current||4|
|Psc||St. Louis, MO||Dec 2011 - Mar 2013||1|
|Ssm Behavioral Healthcare||St. Louis, MO||Mar 2005 - Jun 2012||7|
|Piney Ridge Center||Waynesville, MO||Mar 2008 - May 2010||2|
|Ssm Behavioral Healthcare||St. Louis, MO||Jan 2007 - Jan 2008||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2013|
Total Assets Under Management140,424MILLIONS
Total Number of Accounts777,048ACCOUNTS
Average Account Value$180,715
- A percentage of assets under your management
- 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)
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