Kelly Lang

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

• 11/2020 → Present
  Raymond James Financial Services, Inc.
  Sioux Falls, SD
• 11/2020 → Present
  First Dakota National Bank
  Sioux Falls, SD
• 02/2014 → 11/2020
  Augustana University
  Sioux Falls, SD
• 05/2021 → Present
  Loft Advisors
  Sioux Falls, SD
• 04/2021 → Present
  Raymond James Financial Services Advisors, Inc.
  Sioux Falls, SD

Other Businesses

(1)Name of Business: First Dakota National Bank Address: 101 N Main Ave Ste 201, Sioux Falls, SD, 57104, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 11/30/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Financial Advisor (RJ affiliated bank FID division) (2)Name of Business: Loft Advisors Address: 101 N Main Ave Ste 201, Sioux Falls, SD, 57104, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 05/04/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Financial Advisor - FID division

Exams

• S66 Uniform Combined State Law Examination
  2021-04-23

Other Names

• Kelly Nelson
• Kelly Joy Nelson