Kelly Zitting
Kelly Zitting is a CFP-designated registered investment advisor at Osaic Advisory Services, LLC, based in Draper, UT, with 24 years of industry experience. Kelly 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, Corporate Executives, and 7 more. Their firm serves 29,898 clients with $15B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Fees are negotiated between the advisor and the client. The maximum annual fee allowed is 2.50%. Fees can be billed as flat, linear, or tiered rates.
Fee Estimator
Location
38 E Scenic Pointe Dr, Suite 140, Draper, UT, 84020
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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 is an owner and insurance advisor at Partner Alliance Advisors, dedicating about 10-20% of her time. She also serves as an Assistant S3 OIC in the US Army Reserve, taking about a quarter of her time, and as a trustee for the Tracy Zitting Trust, requiring minimal time. Additionally, Kelly receives residual compensation from Compass Insurance, is involved with life settlements through The Ashar Group, and holds various outside insurance appointments.
Employment History
Current Registrations
Osaic Advisory Services, LLC
Osaic Wealth, INC.Broker
Previous Registrations
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
Arbor Point Advisors
Securities America, INC.Broker
Allstate Financial Services, LLCBroker
Allstate Financial Advisors, LLC
MML Investors Services, LLC
MML Investors Services, LLCBroker
Strategic Advisers, INC.
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
State Registrations7 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.
Exams
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