Kelly
Fielding
Spc
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About this Advisor
Kelly Fielding is a financial advisor operating out of Ann Arbor, Michigan who has 1 year of industry experience. Fielding currently works for Spc. Their career trajectory has included roles at Lpl Financial LLC, Wells Fargo Advisors, LLC, Gleaner Financial, Wells Fargo Clearing Services, LLC, Stifel, Nicolaus & Company, Inc, Jpmorgan Chase Bank, N.A, J.P. Morgan Securities LLC, Cfd Investments, Inc, Creative Financial Designs, Inc, Lpl Financial, Wells Fargo, Stifel, Sigma Financial Corporation and Spc. Fielding holds Series 63 and Series 66 licenses, which qualify them as a securities representative, and is able to operate in Michigan. Spc is a business that has its headquarters in Ann Arbor, MI. The firm has offices in 426 locations and a total of 610 employees. It administers $6 billion in total assets across its 34,594 accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm serves 20 charitable organizations. Of its 34,594 client accounts, just 8% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. The advisory firm performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees charged by financial advisors are based on the type of services. Fee types billed by Spc most likely consist of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Spc Brokerage Details
$5,964,256,852
610
34,594
$172,407
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Kelly Fielding Work History
Kelly has been registered as a financial advisor for 1 years.*
Sigma Financial Corporation
Spc
Jpmorgan Chase Bank, N.A
J.P. Morgan Securities LLC
Stifel, Nicolaus & Company, Inc
Stifel
Wells Fargo Clearing Services, LLC
Wells Fargo
Gleaner Financial
Cfd Investments, Inc
Creative Financial Designs, Inc
Wells Fargo Advisors, LLC
Wells Fargo
Lpl Financial LLC
Lpl Financial
*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 Kelly Fielding 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 Spc
Dallas, TX
Madison, MS
Novi, MI
Fort Wayne, IN
Ann Arbor, MI
Troy, MI
Ann Arbor, MI
Ann Arbor, MI
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.
