Kelly Wian
Kelly Wian is a registered investment advisor at Cetera Investment Advisers LLC, based in State College, PA, with 24 years of industry experience. Kelly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
117 South Allen Street, State College, PA, 16801
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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
Kelly sells fixed life insurance outside of Cetera. She is also a lay speaker for the United Methodist Church, filling in when the pastor is unavailable.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Previous Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
LPL Financial LLCBroker
Primevest Financial Services, INC.Broker
Aris Securities CompanyBroker
State Registrations3 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.