Lisa Kelly (CRD# 4744914) is an Investment Advisor Representative working at Planmember Securities Corporation in Grandville, MI and has over 20 years of experience in the finance industry.
CRD# 6504831
Advisory Alpha, LLC
CRD# 4414566
J.p. Morgan Securities LLC
CRD# 4187403
Stewardship Trust Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Planmember Securities Corporation | Carpinteria, CA | Jul 2020 - Current | 3 |
Lakeshore Financial Advisory LLC | Spring Lake, MI | Jul 2020 - Current | 3 |
Williams & Co Dba Williams And Company Financial Services | Grandville, MI | Jun 2020 - Current | 3 |
Great Lake Financial Management Group LLC | Spring Lake, MI | Jan 2007 - Current | 17 |
Voya Financial Advisors | Grand Haven, MI | Sep 2014 - Mar 2020 | 5 |
The Prudential Insurance Company Of America | Grand Haven, MI | Dec 2003 - Mar 2020 | 16 |
Ing Financial Partners | Grand Haven, MI | Jan 2007 - Sep 2014 | 7 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jun 2010 |
S66 | NASAA Uniform Combined State Law Examination | Feb 2004 |
- MI
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Total Assets Under Management8,276MILLIONS
-
Total Number of Accounts69,347ACCOUNTS
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Average Account Value$119,336
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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