KC
CFP
KC
CFP
Kelly Crane is a CFP-designated registered investment advisor, based in Reno, NV, with 42 years of industry experience.
Location
5470 Kietzke Ln, Suite 300, Reno, NV, 89511
Get directionsHistory
Regulatory History (1)
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Judgment / Lien
November 2024Other Business ActivitiesSells Insurance
Kelly provides investment advisory services through Napa Valley Wealth Management and Wealth Enhancement Advisory Services, spending nearly full-time hours on each. She also engages in outside fixed insurance sales and other business activities, including real estate rental, blogging, and serving as a board member.
Employment History
Current Registrations
Wealth Enhancement Brokerage Services, LLCBroker
May 2022 - Present · 4 yrs 2 mos
Wealth Enhancement Advisory Services, LLC
April 2022 - Present · 4 yrs 3 mos
Previous Registrations
LPL Financial LLCBroker
July 2022 - June 2025 · 2 yrs 11 mos
Napa Valley Wealth Management
February 2022 - June 2022 · 4 mos
Truenote Investment Advisors, INC.
February 2022 - June 2022 · 4 mos
Truenote Investment Advisors, INC.
January 2017 - December 2021 · 4 yrs 11 mos
LPL Financial LLCBroker
October 2016 - July 2022 · 5 yrs 9 mos
Napa Valley Wealth Management
July 2008 - December 2021 · 13 yrs 5 mos
Cetera Advisor Networks LLC
May 2008 - October 2016 · 8 yrs 5 mos
Cetera Advisor Networks LLCBroker
May 2008 - October 2016 · 8 yrs 5 mos
Associated Planners Investment Advisory INC
April 2003 - May 2008 · 5 yrs 1 mo
Associated Securities CORP.Broker
February 2003 - May 2008 · 5 yrs 3 mos
Transamerica Financial Advisors, INC.Broker
September 1995 - February 2003 · 7 yrs 5 mos
New England SecuritiesBroker
May 1990 - February 1996 · 5 yrs 9 mos
Financial Network Investment CorporationBroker
February 1984 - April 1990 · 6 yrs 2 mos
State Registrations19 states
ALAZCACODEGAIDILMEMINCNJNMNVOHORPASCTX
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.