KM
ChFC
KM
ChFC

Kelly Motter

1 Year of Experience
Cheswick, PA
BrokerSells Insurance

Kelly Motter is a ChFC-designated registered investment advisor, based in Cheswick, PA, with 1 years of industry experience.

Location

811 Freeport Rd, Cheswick, PA, 15024

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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

Kelly owns Kelly Motter's Insurance Agency, selling State Farm insurance products and supervising employees, taking about half of her time. She is also a partner in KMMC Properties LLC, managing investment or commercial property, dedicating a few hours per week.

Employment History
Current Registrations
State Farm Vp Management CORP.Broker
February 2025 - Present · 1 yr 3 mos
State Farm Vp Management CORP.
February 2025 - Present · 1 yr 3 mos
State Farm Investment Management CORP.
January 2025 - Present · 1 yr 4 mos
State Registrations3 states
NYPAWV
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.