Kelly Anderson (CRD# 5119948) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Rochester, MN and has over 17 years of experience in the finance industry. Kelly Anderson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2640465
Thrivent Investment Management Inc.
CRD# 4106244
Choreo, LLC
CRD# 5393748
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Investment Advisers LLC | Rochester, MN | Jan 2014 - Current | 10 |
| Cetera Investment Services LLC | St. Cloud, MN | Apr 2013 - Current | 11 |
| Home Federal Savings Bank | Rochester, MN | Apr 2013 - Current | 11 |
| Kelly Anderson - Investment Property | Richfield, MN | Sep 2009 - Current | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2006 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2008 |
- MN
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Total Assets Under Management104,469MILLIONS
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Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- 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
- 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
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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