Kelly Jean Fennelly

Current Employers

Employment History

• 06/2013 → 08/2023
  Lpl Financial Llc
  Indianapolis, IN
• 01/2015 → 08/2023
  Elements Financial Federal Cu
  Indianapolis, IN
• 08/2023 → Present
  Osaic Wealth, Inc
  Carmel, IN

Previous Registrations

• 2013-07-03 → 2023-08-07
  Lpl Financial Llc
  Indianapolis, IN
  Indianapolis, IN
  Indianapolis, IN
  Indianapolis, IN
  Lafayette, IN
• 2012-09-18 → 2013-07-03
  Thrivent Investment Management Inc.
  Greenwood, IN
• 2008-05-27 → 2012-09-17
  Chase Investment Services Corp.
  Indianapolis, IN
  Greenwood, IN
  Greenwood, IN
  Shelbyville, IN
  Beech Grove, IN
  Indianapolis, IN

Other Businesses

1. 11/10/2022 - American Equity Investment Life Insurance Company of New York - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date: 10/25/2022 - 4 Hours Per Month/4 Hours During Securities Trading. 2. FENNELLY & ASSOCIATES POSITION: Owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/04/2023 ADDRESS: 170 Airport Pkwy, Suite B, Greenwood IN 46164, United States DESCRIPTION: This is the business set up for my commissions 3. KJ&J WEALTH POSITION: Partner NATURE: Sole Prop INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 20 START DATE: 11/30/2025 ADDRESS: 170 Airport Pkwy Suite B, Greenwood IN 46143, United States DESCRIPTION: This is the name of our team. 4. RENTAL POSITION: Owner NATURE: This is a property that I own that I rent out 3 months a year. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2026 ADDRESS: 6515 Texas Street, Bradenton FL 34207, United States DESCRIPTION: Maintenance

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-05-19
• S63 Uniform Securities Agent State Law Examination
  2003-02-05

Designations

Other Names

• Kelly Jean Robinson
• Kelly Jean Bailey
• Kelly Jean Cox
• Kelly Jean Poston
• Kelly Jean Robinson