Kelly Adams is a registered investment advisor, based in Louisville, KY, with 24 years of industry experience.
Location
917 Lily Creek, Louisville, KY, 40223
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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 works full-time as a financial professional at Honkamp Kreuger Financial Services, meeting with clients regarding investment services. She is also an LLC member of SAM Investment Group, and spends minimal time selling and monitoring insurance and equity indexed annuities.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Avantax Planning Partners, INC.
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Proequities, INC.Broker
Cssc Brokerage Services, INC.Broker
Cssc Investment Advisory Services, INC.
Mutual Service CorporationBroker
Fsc Securities CorporationBroker
State Registrations25 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.