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Kelly Eugene Smith

Smith & Associates Financial Services, LLC

Chanhassen, MN

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Current Employers
Smith & Associates Financial Services, Llc

Chanhassen, MN • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2024-10-08
  • MN RA
    APPROVED
    Since 2024-10-08

Branch Locations

Chanhassen, MN • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ids Life Insurance Company Minneapolis MN 07/1993 12/2023
Ameriprise Financial Minneapolis MN 07/1993 12/2023
Self Employed Chanhassen MN 01/2024 03/2024
Jelly Bean Investment Group, Llc Chanhassen MN 03/2024 Present
Smith & Associates Financial Services, Llc Chanhassen MN 03/2024 Present
  • 07/1993 → 12/2023
    Ids Life Insurance Company
    Minneapolis, MN
  • 07/1993 → 12/2023
    Ameriprise Financial
    Minneapolis, MN
  • 01/2024 → 03/2024
    Self Employed
    Chanhassen, MN
  • 03/2024 → Present
    Jelly Bean Investment Group, Llc
    Chanhassen, MN
  • 03/2024 → Present
    Smith & Associates Financial Services, Llc
    Chanhassen, MN
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1989-07-03
  • S63 Uniform Securities Agent State Law Examination
    1989-07-03
Designations

View on SEC IAPD

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