Kelli
Wallace
Financial Security Management, Inc
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About this Advisor
Kelli Wallace is a financial advisor operating in Denver, Colorado with 9 years of industry experience. Wallace is on the advisory team at Financial Security Management, Inc. Wallace has gained experience at Employers Edge, Financial Security Management, National Planning Corporation and 7 Seconds Of Fame. Wallace holds Series 63 and Series 66 licenses, designating them as a securities representative, and is approved to work in Colorado and Texas. Financial Security Management, Inc is a company operating out of Denver, CO. It handles $366 million in assets among its 2,325 client accounts, making it one of the larger firms in the United States by assets under management. Of its 2,325 accounts, 19% are held by high-net-worth investors who have at least $1 million in assets. Financial Security Management, Inc performs a few services, such as financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors depend on which services the firm provides the client. Fee types billed by Financial Security Management, Inc most likely consist of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Financial Security Management, Inc Brokerage Details
$365,463,709
8
2,325
$157,189
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Kelli Wallace Work History
Kelli has been registered as a financial advisor for 9 years.*
Financial Security Management
National Planning Corporation
Employers Edge
7 Seconds Of Fame
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Kelli Wallace to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Financial Security Management, Inc
Denver, CO
Denver, CO
Denver, CO
Denver, CO
Denver, CO
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
