KP
CFP
KP
CFP

Kelly Parker

23 Years of Experience
Springfield, MO
Broker

Kelly Parker is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Springfield, MO, with 23 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

2833 B East Battlefield Street, Suite 114, Springfield, MO, 65804

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Kelly is the proprietor of Asset Division Soluntions, LLC, providing information and seminars, and the owner of Zynergy Financial Group LLC, providing financial services and CPA services. Kelly also serves as a board member for Good Samaritan Boys Ranch and owns Diehard LLC (real estate rental) and Chicks R Us LLC (restaurant).

Employment History
Current Registrations
Cetera Investment Advisers LLC
August 2003 - Present · 23 yrs 1 mo
Cetera Financial Specialists LLCBroker
October 2002 - Present · 23 yrs 11 mos
State Registrations10 states
AZCOFLKSMIMONCOKORPA
AdvisorBrokerBoth

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
No exam information available for this advisor.
Kelly Parker - Financial Advisor | TrueAdvisor