Kellie Hall-Strehlow, financial advisor Ridgefield WA

Kellie Hall-Strehlow

CRD Number: 4539049
Current Firm: Cambridge Investment Research Advisors, Inc.

Kellie Hall-Strehlow (CRD# 4539049) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Ridgefield, WA and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
Cambridge Investment Research Advisors Inc. Fairfield, IA Jun 2021 - Current 2
Cambridge Investment Research,inc Fairfield, IA Aug 2020 - Current 3
Kms Financial Services, Inc. Seattle, WA Mar 2002 - Aug 2020 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2002
S66 NASAA Uniform Combined State Law Examination Jun 2021
Contact Info for Kellie D. Hall-Strehlow
Phone Number: 641-472-5100
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    87,369
    MILLIONS
  • Total Number of Accounts
    448,526
    ACCOUNTS
  • Average Account Value
    $194,791
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)
  • Market timing services
  • Educational seminars/workshops
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, WY

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