Kelly Brown is a registered investment advisor at Wells Fargo Advisors, based in Bozeman, MT, with 30 years of industry experience. Kelly is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 466,575 clients with $250B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
1450 Twin Lakes Avenue, Suite 202, Bozeman, MT, 59718
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2005Other Business Activities
Kelly co-owns SPC Big Sky LLC with their spouse, holding rental property since 2019. Kelly also co-owns additional rental property with their spouse since 2020, coordinating with a property management company; both activities require minimal time.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Royal Alliance Associates, INC.Broker
State Registrations1 state
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
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