Kelly Lockhart is a registered investment advisor at Wells Fargo Advisors, based in Jackson Hole, WY, with 42 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
115 E Pearl Ave, Ste 200, Jackson Hole, WY, 83001
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kelly has ownership stakes in several investment-related entities including Pinedale Center Point LLC, Big Mountain Enterprise, 50 King Street Partners, Hereford Capital Co LLC, Triple 0 LLC, 50 King Street Building LLC, and 7700 S. Hwy 89 LLC, as well as non-investment related entities such as Lockhart Cattle Company, Lockhart Meat Company LLC, and Beaver Slide, LLC. Kelly also serves as a trustee for her son.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
A. G. Edwards & Sons, INC.Broker
State Registrations1 state
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