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30400 Detroit Road Suite 201, Westlake, OH 44145 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-02-23 |
| MN | RA | APPROVED | 2026-02-11 |
| OH | RA | APPROVED | 2026-02-11 |
Branch Locations
Prior Lake, MN • United States
30400 Detroit Road, Westlake, OH 44145 • United States
30400 Detroit Road Suite 201, Westlake, OH 44145 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Burns Brothers Financial | Bloomington | MN | 03/2007 | 11/2025 |
| National Planning Corporation | Bloomington | MN | 12/2016 | 11/2017 |
| Lpl Financial Llc | Bloomington | MN | 11/2017 | 11/2025 |
| C2P Capital Advisory Group, Llc Dba Prosperity Capital Advisors | Westlake | OH | 02/2026 | Present |
1. Kelli Meyer offers tax preparation and consulting services for a fee. Ms. Meyer is involved in this activity approximately 50 hours per month with 40 hours per month occurring during trading hours.? This is not an investment-related activity.??? 2. Kelli Meyer is a licensed insurance agent conducting business from her registered location. In this capacity, she may offer fixed insurance products including but not to limited life insurance, annuities, disability insurance, long term care insurance and Medicare supplements and receives normal and customary commissions as a result of any sales. In addition, she may receive other compensation such as fixed life trails. Ms. Meyer spends approx. 10 hrs/week during trading hours on this activity.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-01-24 |
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