Kelly
Zitting
Arbor Point Advisors
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About this Advisor
Kelly Zitting is a certified financial planner based in South Jordan, Utah who has 2 years of relevant experience. Zitting is currently employed by Arbor Point Advisors. During their career, Zitting has held roles at Fidelity, Mass Mutual Life Insurance Co, Mml Investors Services, LLC, Partner Alliance Advisers, United States Army Reserve, Strategic Advisers, Inc, Securities America, Inc, Arbor Point Advisors and Allstate Financial Services. Zitting has Series 63 and Series 66 licenses, qualifying them as a securities broker, and is able to serve investors in Utah. Arbor Point Advisors is a company based in La Vista, NE. The company has offices in 138 locations and a total of 1,844 people on staff. It controls $6 billion in assets between its 30,789 customer accounts, placing it among the biggest financial advisory firms in the United States by assets under management. Of its 30,789 client accounts, just 7% are associated with high-net-worth clients who have at least $1 million in assets available to invest. Arbor Point Advisors performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial management fee schedules vary depending on which services the firm provides the client. Fee types charged by Arbor Point Advisors can consist of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Arbor Point Advisors Brokerage Details
$6,428,973,356
1,844
30,789
$208,807
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
Kelly Zitting Work History
Kelly has been registered as a financial advisor for 2 years.*
Securities America, Inc
Arbor Point Advisors
Partner Alliance Advisers
United States Army Reserve
Allstate Financial Services
Mass Mutual Life Insurance Co
Mml Investors Services, LLC
Fidelity
Strategic Advisers, Inc
*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 Zitting to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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.
