Kelly Arias
Kelly Arias is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Overland Park, KS, with 20 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
Firm Size
IM Fee
Assets Under Management
Location
10955 Lowell Ave, Suite 400, Overland Park, KS, 66210
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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 insurance agent selling life, health, disability, annuities, and long-term care insurance, dedicating a few hours per week. She is also a member of the Financial Planning Association chapter and a financial professional at Alegria Wealth LLC, spending about a quarter of her time there.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Cetera Advisors LLC
Previous Registrations
Cetera Advisors LLC
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
Edward JonesBroker
State Registrations6 states
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