Unclaimed Profile

Wendy L. Kelly

PALADINI FINANCIAL ADVISORS, LLC·ARLINGTON, Texas

Series 65Clean record17 years registeredPALADINI FINANCIAL ADVISORS, LLC

2015 EAST LAMAR BLVD, ARLINGTON, TX 76006CRD# 5596014Firm CRD# 139884

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Wendy L. Kelly · ARLINGTON, TX

Registration

CRD #5596014 · PALADINI FINANCIAL ADVISORS, LLC · 17 years registered

Brand Profile

Not yet started

Career History

CERITY PARTNERS LLC

Oct 2024 – present

CERITY PARTNERS RETIREMENT PLAN CONSULTANTS

Oct 2024 – present

PALADINI FINANCIAL ADVISORS, LLC

Nov 2008 – Oct 2024

ARLINGTON, TX

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · November 10, 2008

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PALADINI FINANCIAL ADVISORS, LLC

CRD 139884 · SEC 801-113173

AUM

$169M

Regulatory assets under management

Employees

719 client accounts

Services offered by PALADINI FINANCIAL ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PALADINI FINANCIAL ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Wendy L. Kelly offer?

Wendy L. Kelly specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ARLINGTON, Texas for a consultation.

What are Wendy L. Kelly's credentials?

Wendy L. Kelly is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Wendy L. Kelly located?

Wendy L. Kelly is based in ARLINGTON, Texas, working with PALADINI FINANCIAL ADVISORS, LLC. Their office serves clients in the ARLINGTON metropolitan area and surrounding communities.

How does Wendy L. Kelly charge for services?

Wendy L. Kelly's firm is compensated through percentage of aum, hourly charges, subscription fees, other: dental practice sales referral. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PALADINI FINANCIAL ADVISORS, LLC?

PALADINI FINANCIAL ADVISORS, LLC has approximately 7 employees and manages $169M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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