Coleman Kelly
Coleman Kelly is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Bloomington, MN, with 7 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
7900 International Drive, Suite 1035, Bloomington, MN, 55425
Get directionsHistory
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
Coleman sells non-variable insurance, working a few hours per week. He is also a Medicare broker with Harley Albers Insurance Agency, spending a few hours per week. Coleman dedicates full-time hours to Endurance Wealth Management and a few hours per week to EWM Tax for tax preparation and accounting.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
State Registrations26 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.