Don Kelly, financial advisor Troutman NC
90 score

Don Kelly

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Don S. Kelly
Phone Number: 800-847-4836
Firm Website: https://www.thrivent.com
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    8,027
    MILLIONS
  • Total Number of Accounts
    36,119
    ACCOUNTS
  • Average Account Value
    $222,230
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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