Claim Profile
KM

Kelly Mcnulty

NEXT CENTURY GROWTH INVESTORS LLC·PLYMOUTH, Minnesota
Unclaimed Profile
2 CARLSON PARKWAY, PLYMOUTH, MN 55447CRD# 2310239Firm CRD# 108978
01

About

Kelly Mcnulty is a registered financial advisor based in PLYMOUTH, Minnesota, affiliated with NEXT CENTURY GROWTH INVESTORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
NEXT CENTURY GROWTH INVESTORS LLC
NEXT CENTURY GROWTH INVESTORS LLC
AUM
$1.2B
Regulatory assets under management
Employees
9
Total firm employees
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2310239
Firm CRD# 108978
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in PLYMOUTH?

Browse all registered financial advisors in PLYMOUTH, Minnesota or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Kelly Mcnulty offer?
Kelly Mcnulty specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in PLYMOUTH, Minnesota for a consultation.
What are Kelly Mcnulty's credentials?
Kelly Mcnulty is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kelly Mcnulty located?
Kelly Mcnulty is based in PLYMOUTH, Minnesota, working with NEXT CENTURY GROWTH INVESTORS LLC. Their office serves clients in the PLYMOUTH metropolitan area and surrounding communities.
How does Kelly Mcnulty charge for services?
Kelly Mcnulty's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NEXT CENTURY GROWTH INVESTORS LLC?
NEXT CENTURY GROWTH INVESTORS LLC has approximately 9 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty