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Alicia Anne Kelley

3 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
101 advisors
Number of Clients
3,051 clients
Average Client Portfolio
$1.8M average
Assets Under Management
$5.6B

Fee Structure

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Location

135 N Old Woodward Ave, Suite 200, Birmingham, MI, 48009

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Alicia offers investment services through Mariner Platform Solutions/Mariner Independent as part of Fortitude Financial Partners. This investment-related activity takes nearly full-time hours.

Employment History
Current Registrations
Mariner Independent
November 2024 - Present · 1 yr 3 mos
Previous Registrations
Thrivent Investment Management INC.
June 2023 - November 2024 · 1 yr 5 mos
Thrivent Investment Management INC.Broker
November 2022 - November 2024 · 2 yrs
State Registrations1 state
MI
Advisor
Exams
No exam information available for this advisor.
Alicia Anne Kelley - Financial Advisor | TrueAdvisor