Kellie Blanco is a CFP-designated registered investment advisor, based in Ann Arbor, MI, with 25 years of industry experience.
Location
300 Parkland Plaza, Ann Arbor, MI, 48103
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kellie is the trustee of her deceased father's trust, dedicating minimal time to it. She is also the VP and a board member of McCallum High Schools Cheer Booster Club, spending a few hours per week on duties outside of market hours.
Employment History
Current Registrations
Sigma Financial CorporationBroker
Spc
Previous Registrations
Usca RIA LLC
Usca Securities LLCBroker
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
Banc of America Investment Services, INC.
Banc of America Investment Services, 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.