Peter Kelly is a registered investment advisor, based in Minnetrista, MN, with 19 years of industry experience.
Location
Minnetrista, MN
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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
Peter sells equity indexed annuities through Avantax Insurance Agency, dedicating minimal time to this activity. He is also a partner at Kelly & Muehler, PLLP, working as an accountant/bookkeeper about half his time, and owns/manages various rental properties, spending minimal time on them.
Employment History
Current Registrations
Cetera Wealth Services, LLC
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations1 state
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