Mark Kelly, financial advisor Pewaukee WI
93 score

Mark Kelly

CRD Number: 1459511
Current Firm: Raymond James Financial Services Advisors, Inc.

Mark Kelly (CRD# 1459511) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Pewaukee, WI and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James Financial Services Advisors Inc. Pewaukee, WI Jun 2009 - Current 7
Non-variable Insurance Pewaukee, WI Feb 2008 - Current 8
Non-variable Insurance Pewaukee, WI Sep 2007 - Current 9
Independent Insurance Agent Pewaukee, WI Jan 2005 - Current 11
Us Allianz Pewaokee, WI Aug 2002 - Current 14
Raymond James Financial Services, Inc. Pewaukee, WI May 2001 - Current 15
Mark Kelly, LLC Pewaukee, WI May 2001 - Current 15
Cpa/tax Preparer Pewaukee, WI Aug 2005 - Sep 2007 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1986
Contact Info for Mark D. Kelly
Phone Number: 727-567-5877
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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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