Kelli AltvaterCRD Number: 5528441
Current Firm: Waddell & Reed
Kelli Altvater (CRD# 5528441) is an Investment Advisor Representative working at Waddell & Reed in Lyons, KS and has over 9 years of experience in the finance industry.
Financial Benefits, Inc.
Securities America Advisors, Inc.
Summit Financial Group Inc.
|The Altvater Group LLC||Hutchinson, KS||May 2016 - Current||1|
|Hadley||Wichita, KS||Apr 2015 - Current||3|
|Kelli N Altvater Inc.||Hutchinson, KS||Jul 2014 - Current||3|
|Coronado Square||Lyons, KS||Dec 2011 - Current||6|
|Various Insurance Carriers For W & R Insurance Agencies||Hutchinson, KS||Aug 2008 - Current||9|
|Waddell & Reed, Inc.||Hutchinson, KS||May 2008 - Current||9|
|Carey Park Business Women's Gold Club||Hutchinson, KS||Aug 2010 - Feb 2011||< 1|
|Coleman||Wichita, KS||Jan 2009 - Feb 2010||1|
|Unemployed||Hutchinson, KS||Mar 2008 - May 2008||< 1|
|Cabela's||Sidney, NE||May 2004 - Mar 2008||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2008|
Total Assets Under Management19,057MILLIONS
Total Number of Accounts153,035ACCOUNTS
Average Account Value$124,526
- A percentage of assets under your management
- 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
- 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, 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