Kelli
Mann
Saturna Capital Corporation
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About this Advisor
Kelli Mann is a financial advisor who works out of Bellingham, Washington with 1 year of industry experience. Mann is an employee of Saturna Capital Corporation. Their career trajectory has included roles at Superfeet, Homemaker, Ejm Bookkeeping, Alten Battery Chargers, Specified Fittings, Saturna Capital Corporation and Saturna Brokerage Services. Mann maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Washington. Saturna Capital Corporation is a financial advisory firm operating out of Bellingham, WA. The company has a total of 73 advisors. It handles $5 billion in assets under management among its 117 customer accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm serves nine charitable organizations. Of its 117 client accounts, 42% are associated with high-net-worth investors who have at least $1 million in assets. Saturna Capital Corporation performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and pension consulting services. Fees charged by financial advisors usually vary depending on which services the firm provides the client. However, fees billed by Saturna Capital Corporation can include asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Saturna Capital Corporation Brokerage Details
$5,150,693,205
73
117
$44,023,019
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Pension consulting services
Kelli Mann Work History
Kelli has been registered as a financial advisor for 1 years.*
Saturna Capital Corporation
Saturna Brokerage Services
Saturna Brokerage Services
Specified Fittings
Homemaker
Ejm Bookkeeping
Alten Battery Chargers
Superfeet
*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 Mann 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 Saturna Capital Corporation
Bellingham, WA
Bellingham, WA
Bellingham, WA
Bellingham, WA
Bellingham, WA
Bellingham, WA
Henderson, NV
Bellingham, WA
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.
