Kelley Manning
Kelley Manning is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Lees Summit, MO, with 22 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
600 SW Jefferson Street, Suite 208, Lees Summit, MO, 64063
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kelley is an independent contractor and financial advisor for Beyond Wealth Advisors, dedicating about half of her time to this role. She also serves as an officer and director (Treasurer for 2025) on the Board of Directors for the Lee's Summit Chamber of Commerce, spending a few hours per week on this activity.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
M&i Financial Advisors, INCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations13 states
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