Joni Kellen, financial advisor Spencer IA

Joni Kellen

CRD Number: 6435440
Current Firm: Northwest Wealth Management, LLC

Joni Kellen (CRD# 6435440) is an Investment Advisor Representative working at Northwest Wealth Management, LLC in Spencer, IA and has over 8 years of experience in the finance industry. Joni Kellen 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.

Similar Advisors
Donald Breuker, financial advisor Spencer IA
Donald J. Breuker
CRD# 2525091
Royal Fund Management, LLC
Similar Advisors
Marilyn Carter, financial advisor Spencer IA
Marilyn D. Carter
CRD# 1249368
Insight Securities, Inc.
Similar Advisors
Danielle Doran, financial advisor Spencer IA
Danielle M. Doran
CRD# 6437382
Northwest Wealth Management, LLC
Professional Designations
Company Name Location Dates Years
Northwest Wealth Management Ankeny, IA Aug 2021 - Current 2
Thrivent Financial Lemars, IA Mar 2016 - Aug 2021 5
Eddie Bauer Sioux City, IA Jun 2015 - Feb 2016 < 1
Edward Jones St. Louis, IA Jan 2015 - May 2015 < 1
Healthways, Inc. Sioux City, IA Mar 2013 - Jan 2015 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2015
Contact Info for Joni K. Kellen
Phone Number: 877-207-0994
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from multiple advisors.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.