Donna Kellison is a registered investment advisor at Olympic Financial, LLC, based in Carmel, IN, with 25 years of industry experience. Donna operates on a fee-only basis, meaning they do not earn commissions from product sales.
Compensation
Firm Size
IM Fee
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
12800 N Meridian, Suite 400, Carmel, IN, 46032
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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.
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Donna is a director at Blue & Co., LLC, a CPA firm, where she is a tax partner involved in tax planning and compliance. This activity is not investment-related and takes up nearly all of Donna's time.
Employment History
Current Registrations
Olympic Financial, LLC
Previous Registrations
Olympic Financial, LLC
M Holdings Securities, INC.Broker
Mutual Service CorporationBroker
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.