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Kelly Ansinelli

4 Years of Experience
Carbondale, IL
Broker

Kelly Ansinelli is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Carbondale, IL, with 4 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

509 S University Avenue, Carbondale, IL, 62901

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Kelly works as a brokerage sales assistant for both First Mid Bank and Trust and First Mid Wealth Management since 2019. These activities take about 10-20% of Kelly's time each.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
April 2022 - Present · 4 yrs 3 mos
Raymond James Financial Services, INC.Broker
November 2021 - Present · 4 yrs 8 mos
State Registrations1 state
IL
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.