Kelli Carmichael is a registered investment advisor, based in Casper, WY, with 35 years of industry experience.
Location
504 S. Durbin Street, Casper, WY, 82601
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kelli is an insurance agent offering various insurance products, including accident & health, disability, long-term care, and life insurance, taking about half of her time. She also provides wealth management and financial planning services through The Ameriflex Group on a full-time basis.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
The Ameriflex Group
Previous Registrations
Osaic Wealth, INC.Broker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
State Registrations19 states
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