Dane Christopher Kelly

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 10/2014 → Present
  Waddell & Reed,Inc
  Scottsdale, AZ
• 03/2015 → Present
  Various Insurance Carriers For W&R Insurance Agencies
  Paradise Valley, AZ
• 06/2019 → Present
  Siefer & Kelly Management
  Dodge City, KS
• 07/2021 → Present
  Lpl Financial Llc
  Scottsdale, AZ

Previous Registrations

• 2015-03-23 → 2021-07-21
  Waddell & Reed
  Hays, KS
  Wichita, KS
  Wichita, KS
  Scottsdale, AZ
  Tucson, AZ
  Las Vegas, NV
  Scottsdale, AZ

Other Businesses

1. 02/15/2022 - SIEFER & KELLY MANAGEMENT - Investment Related - 2012B First Avenue, Dodge City, KS 67801 - Business Entity For Tax/Investment Purposes Only - Start Date: 06/2019.

Exams

• S66 Uniform Combined State Law Examination
  2015-03-23