Donovan Kelly
Donovan Kelly is a registered investment advisor at Independent Financial Group, LLC, based in Billings, MT, with 30 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 44,045 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IFG offers investment management through various programs, including AccessPoint, Custom Asset Management, and Third Party Asset Managers. Fees are based on a percentage of the value of your account and are negotiable. Transaction charges may also apply. The maximum advisory fee is 3.00% per year. IFG and its IARs may receive additional compensation from product sponsors, which creates a conflict of interest.
Location
3115 1st Avenue N, Billings, MT, 59102
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Regulatory History (1)
Regulatory
March 2022Other Business ActivitiesSells Insurance
Donovan is a notary public, 100% owner of Kelly Accounting (tax preparation, accounting, bookkeeping), and an insurance agent offering various types of insurance. He also owns DTK Financial Services, Inc. for marketing purposes; this takes nearly full-time.
Employment History
Current Registrations
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Previous Registrations
Pacific West Financial Consultants INC
Pacific West Securities, INC.Broker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Royal Alliance Associates, INC.Broker
New England SecuritiesBroker
State Registrations16 states
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.