Joni Kaye Kellen

Employer firm

Northwest Wealth Management, LLC CRD 152816

$1.03B regulatory AUM 35 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 03/2016 → 08/2021
  Thrivent Financial
  Lemars, IA
• 08/2021 → Present
  Northwest Wealth Management
  Spencer, IA

Previous Registrations

• 2016-03-03 → 2021-08-06
  Thrivent Investment Management Inc.
  Dakota Dunes, SD
  Johnston, IA
  Le Mars, IA
  Sioux City, IA
  Story City, IA

Other Businesses

Kelamity Enterprises, LLC, Ames, IA November 2024 to Present Not Investment Related Consumer Products President & CEO Devotes 25 hours per month to this position

Exams

• S66 Uniform Combined State Law Examination
  2015-04-24

Designations

• Certified Financial Planner