Austin Gene Kelly

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2004 → 04/2024
  Cosner Financial Group, Llc
  Ft. Collins, CO
• 06/2011 → 12/2023
  Triad Advisors Inc
  Ft. Collins, CO
• 04/2024 → Present
  Raymond James Financial Services, Inc.
  Cheyenne, WY
• 04/2024 → Present
  Raymond James Financial Services Advisors, Inc.
  Cheyenne, WY

Previous Registrations

• 2009-10-09 → 2024-04-09
  Cosner Financial Group, Llc
  Ft. Collins, CO
  Windsor, CO
• 2009-10-09 → 2013-12-31
  Cosner Financial Group, Llc
  Midland, TX

Other Businesses

(1)Name of Business: The Compass Wealth Group Address: 204 Maple St Ste 104, Fort Collins, CO, 80521, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 04/19/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Staff Financial Advisor and standard administrative duties.

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-11-04
• S63 Uniform Securities Agent State Law Examination
  2005-02-11

Other Names

• Austin Kelly