AK
CFP
AK
CFP

Andrew Davis Kelly

4 Years of Experience
Sells Insurance
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningCharitable GivingInsurance PlanningInvestment ManagementFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
38 advisors
Number of Clients
2,849 clients
Average Client Portfolio
$497K average
Assets Under Management
$1.4B

Fee Structure

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Location

873 E. State Street, Eagle, ID, 83616

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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 ActivitiesSells Insurance

Andrew is an investment advisor representative (IAR) for Kelly Financial Advisors, spending nearly full-time on advisory services. He also sells life, health, disability, property, and liability insurance through Kelly Insurance & Investments, Inc and Kelly Risk Management, dedicating about 10-20% of his time to each.

Employment History
Current Registrations
Continuum Advisory, LLC
October 2021 - Present · 4 yrs 4 mos
State Registrations1 state
MD
Advisor
Exams
No exam information available for this advisor.