Kelly Anderson
Kelly Anderson is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Rochester, MN, with 19 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
421 1st Ave SW, Suite 304 East, Rochester, MN, 55902
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kelly owns 100% of an investment property and is a 50% owner of WO RE LLC, a real estate holding company. She also serves as Secretary and Board Member for Rochester 700 Sertoma Club, dedicating a few hours per week.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Previous Registrations
Cetera Investment Services LLC
Associated Investment Services, INC.
Associated Investment Services, INC.Broker
Uvest Financial Services Group, INC.Broker
Ifmg Securities, INC.Broker
Tcf Investments, INC.Broker
State Registrations7 states
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