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Inactive

Kelli C Harpe

Fortune Financial Advisors, LLC

Overland Park, KS

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Current Employers
Fortune Financial Advisors, Llc

11600 College Blvd Suite 225, Overland Park, KS 66210 • United States

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2024-11-23
  • KS RA
    APPROVED
    Since 2024-11-23

Branch Locations

11600 College Blvd Suite 225, Overland Park, KS 66210 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Resolution Services Lawrence KS 01/2021 07/2021
Federal Bureau Of Prisons Kansas City KS 03/1992 12/2020
Open Road Wealth Management, Llc Liberty MO 06/2021 10/2024
Creative Corrections Beaumont TX 05/2021 07/2021
Fortune Financial Advisors, Llc Overland Park KS 11/2024 Present
  • 01/2021 → 07/2021
    Resolution Services
    Lawrence, KS
  • 03/1992 → 12/2020
    Federal Bureau Of Prisons
    Kansas City, KS
  • 06/2021 → 10/2024
    Open Road Wealth Management, Llc
    Liberty, MO
  • 05/2021 → 07/2021
    Creative Corrections
    Beaumont, TX
  • 11/2024 → Present
    Fortune Financial Advisors, Llc
    Overland Park, KS
Previous Registrations
  • 2021-07-19 → 2025-03-14
    Open Road Wealth Management, Llc
    Kansas City, MO
    Liberty, MO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-07-19
  • S65 Uniform Investment Adviser Law Examination
    2021-07-19
Other Names
  • Kelli Christine Murray

View on SEC IAPD

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Other Offices

MARINER · OVERLAND PARK, KS
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PCG WEALTH MANAGEMENT · OVERLAND PARK, KS
MARINER ADVISOR NETWORK · OVERLAND PARK, KS
ASPEN PRIVATE CREDIT MANAGER, LLC · OVERLAND PARK, KS
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