Kelli Vandellen, financial advisor Kentwood MI

Kelli Vandellen

CRD Number: 6334454
Current Firm: Lpl Financial LLC

Kelli Vandellen (CRD# 6334454) is an Investment Advisor Representative working at Lpl Financial LLC in Kentwood, MI and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial, LLC Kentwood, MI Jul 2021 - Current < 1
Revivify Properties Grandville, MI Dec 2020 - Current 1
Jacquelyn Engel Grand Rapids, MI Jan 2018 - Current 4
Chad Rayborn Grand Rapids, MI Nov 2017 - Current 4
Matthew Cinco Grand Rapids, MI Nov 2017 - Current 4
Waddell And Reed, Inc. Kentwood, MI Jul 2017 - Jul 2021 4
Matthew Cinco, Waddell Grand Rapids, MI May 2014 - Jul 2017 3
Matthew Cinco Grand Rapids, MI May 2014 - Jul 2017 3
Matthew Cinco, Waddell & Reed Grand Rapids, MI May 2014 - Jul 2017 3
Carol Roeda Studio Grand Rapids, MI Sep 2012 - May 2014 1
Spectrum Health Hospital Grand Rapids, MI Aug 2007 - Sep 2012 5
Spectrum Health Hospitals Grand Rapids, MI Aug 2007 - Sep 2012 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2018
Contact Info for Kelli A. Vandellen
Phone Number: 704-733-3300
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    268,834
    MILLIONS
  • Total Number of Accounts
    1,055,189
    ACCOUNTS
  • Average Account Value
    $254,773
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
  • Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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