Kelly DenhamCRD Number: 3080506
Current Firm: Msi Financial Services, Inc.
Kelly Denham (CRD# 3080506) is an Investment Advisor Representative working at Msi Financial Services, Inc. in Valparaiso, IN and has over 18 years of experience in the finance industry.
Oneamerica Securities, Inc.
Ausdal Financial Partners, Inc.
J.p. Morgan Securities LLC
|Maudlin-dold Financial Services||Monticello, IN||Nov 2005 - Current||10|
|Lincoln Financial Advisors||Monticello, IN||Nov 2005 - Current||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1998|
|S65||NASAA Investment Advisors Law Examination||Oct 1998|
Total Assets Under Management13,804MILLIONS
Total Number of Accounts105,831ACCOUNTS
Average Account Value$130,432
- 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, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, VT, WA, WI, WV