Kelly Neely is a CFP-designated registered investment advisor, based in Austin, TX, with 15 years of industry experience.
Location
Two Barton Skyway, 1601 South MoPac Expressway, Sui, Austin, TX, 78746
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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 agent/broker for North Star Consultants & North Star Brokerage, focusing on fixed insurance sales, taking about half of her time. She also works as a financial professional for North Star Consultants of Texas, spending minimal time on this investment-related activity.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Securian Financial Services, INC.
Cri Securities, LLC
Securian Financial Services, INC.Broker
Cri Securities, LLCBroker
State Registrations24 states
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