Kelli VandellenCRD 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.
Cambridge Investment Research Advisors, Inc.
J.p. Morgan Securities LLC
Stewardship Advisory Group, LLC
|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|
Total Assets Under Management268,834MILLIONS
Total Number of Accounts1,055,189ACCOUNTS
Average Account Value$254,773
- 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, 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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