Patrick Kelly
Patrick Kelly is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Plymouth, MN, with 40 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
3033 Campus Drive, Suite W-110, Plymouth, MN, 55441
Get directionsHistory
Regulatory History (2)
Customer Dispute
January 2002Customer Dispute
May 1991Other Business ActivitiesSells Insurance
Patrick owns a storage business and is an agent selling term insurance. He also owns a support company, PFK Financial Services Inc., and a DBA for marketing purposes; he spends about half his time on PFK Financial Services Inc.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Aig Financial Advisors, INC.
Aig Financial Advisors, INC.Broker
Sunamerica Securities, INC.Broker
Pruco Securities CorporationBroker
Southmark Financial Services, INC.Broker
Boardwalk Capital CorporationBroker
R. J. Steichen and CompanyBroker
State Registrations36 states
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