Don KellyCRD Number: 5934602
Current Firm: Thrivent Investment Management Inc.
Don Kelly (CRD# 5934602) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Troutman, NC and has over 4 years of experience in the finance industry.
3a Financial Group LLC
Aventus Investment Advisors, Inc.
Securities America Advisors, Inc.
|Thrivent Financial For Lutherans||Appleton, WI||May 2012 - Current||4|
|Thrivent Investment Management Inc.||Troutman, NC||Nov 2011 - Current||5|
|Thrivent Financial For Lutherans||Appleton, WI||Mar 2012 - May 2012||< 1|
|Barium Springs Home For Children||Barium Springs, NC||May 1997 - Jan 2012||14|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2012|
Total Assets Under Management8,027MILLIONS
Total Number of Accounts36,119ACCOUNTS
Average Account Value$222,230
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV