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Donovan Kelly

Independent Financial Group, LLC
30 Years of Experience
Billings, MT
1 DisclosureBrokerSells Insurance
View SEC Summary
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Donovan Kelly is a registered investment advisor at Independent Financial Group, LLC, based in Billings, MT, with 30 years of industry experience. Donovan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 9 more. Their firm serves 26,635 clients with $13B in assets under management.

Independent Financial Group, LLC
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
541 advisors
Number of Clients
26,635 clients
Average Client Portfolio
$485K average
Assets Under Management
$12.9B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Up to $250K2.00%
$250K - $500K2.00%
$500K - $1.0M2.00%
$1.0M - $2.0M2.00%
$2.0M - $5.0M2.00%
$5M+2.00%

Maximum advisor fee is shown; program fees (0.04% to 0.16%) and transaction charges may apply depending on the selected program. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

3115 1st Avenue N, Billings, MT, 59102

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
March 2022
Final
View Full SEC ReportHow to Read Disclosures
Other 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
January 2012 - Present · 14 yrs 9 mos
Independent Financial Group, LLCBroker
January 2012 - Present · 14 yrs 9 mos
Previous Registrations
Pacific West Financial Consultants INC
August 2009 - January 2012 · 2 yrs 5 mos
Pacific West Securities, INC.Broker
August 2009 - January 2012 · 2 yrs 5 mos
Raymond James Financial Services Advisors, INC
January 2009 - August 2009 · 7 mos
Raymond James Financial Services
August 1999 - January 2009 · 9 yrs 5 mos
Raymond James Financial Services, INC.Broker
July 1999 - August 2009 · 10 yrs 1 mo
Royal Alliance Associates, INC.Broker
August 1996 - July 1999 · 2 yrs 11 mos
New England SecuritiesBroker
June 1995 - April 1996 · 10 mos
State Registrations18 states
AZCOFLGAIDMNMTNMNVNYPASDTNTXUTVAWAWY
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.
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