Kelly Ann Huff

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 10/2007 → Present
  Vantage Credit Union
  Saint Charles, MO
• 04/2011 → Present
  Lpl Financial Llc
  Saint Charles, MO

Other Businesses

1. 4/26/2011: Vantage Investment Services Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 6/22/2018 - Vantage Credit Union - Investment Related - At Reported Business Location(s) - Other-Bank Duties - Start Date: 06/11/2018 - 16 Hours Per Month/16 Hours During Securities Trading - Manage and support the Credit Union in administration of CD's, IRA, deferred compensation and member service. 3. 11/17/2020 - Alltru. Investment Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 11/17/2020 - 10 Hours Per Month/5 Hours During Securities Trading.

Exams

• S66 Uniform Combined State Law Examination
  2011-09-06

Other Names

• Kelly Ann Conrey
• Kelly Ann Conrey Huff