Kellie Lynne Blanco

Employer firm

Spc CRD 110692

$6.10B regulatory AUM 4,483 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

• 09/2015 → Present
  Sigma Financial Corporation
  Ann Arbor, MI
• 09/2015 → Present
  Sigma Planning Corporation
  Ann Arbor, MI

Previous Registrations

• 2013-08-16 → 2015-09-25
  Usca Ria Llc
  Houston, TX
  Austin, TX
• 2006-08-16 → 2013-08-19
  Wells Fargo Clearing Services, Llc
  Austin, TX
• 2002-05-20 → 2006-08-17
  Banc Of America Investment Services, Inc.
  Des Moines, IA
  San Antonio, TX
  Austin, TX
  Urbandale, IA

Other Businesses

1. Trustee of deceased father's trust. Start date: 3/31/17, approx. 1 hr/mo. 2. President and Board Member - McCallum High Schools Cheer Booster Club, McCallum, TX. As President, preside over meetings, appoint committee chairs, communicate with cheer captains and booster club. Start date: 6/1/26, approx. 8 hrs/mo, none during mkt hrs, for 1 year term. INV REL: N

Exams

• S66 Uniform Combined State Law Examination
  2002-05-17
• S63 Uniform Securities Agent State Law Examination
  2000-06-26

Designations

• Certified Financial Planner

Other Names

• Kellie Lynne Huston