Kelly Switt is a registered investment advisor, based in Elk Grove Village, IL, with 7 years of industry experience.
Location
845 Oakton Street, Elk Grove Village, IL, 60007
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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 the treasurer for her son's middle school PTSA, a member of Oakton Building Group LLC (rental building), and a referring advisor for Porte Brown Wealth Management. Kelly also works as an agent for Avantax Insurance Agency/Services, providing insurance sales and service.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
1st Global Advisors INC
1st Global Capital CORP.Broker
1st Global Capital CORP.Broker
State Registrations1 state
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