Kaylee Ann Mcclellan

Current Employers

Employment History

• 11/2021 → 08/2025
  Ameriprise Financial Services, Llc
  Edina, MN
• 02/2021 → 11/2021
  Self Employed
  Duluth, MN
• 09/2019 → 02/2021
  Applebee's Bar & Grill
  Duluth, MN
• 01/2016 → 08/2019
  Crooked Pint Ale House
  Chaska, MN
• 10/2018 → 04/2019
  Blue Moose Pizza
  Avon, CO
• 01/2018 → 10/2018
  The Club At Cordillera
  Edwards, CO
• 01/2012 → 06/2017
  School District 112
  Chaska, MN
• 09/2025 → Present
  Lpl Financial
  Minnetonka, MN

Previous Registrations

• 2022-07-27 → 2025-08-18
  Ameriprise Financial Services, Llc
  Edina, MN
  Chaska, MN

Other Businesses

1.09/10/2025; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Innovative Planning Group; Investment Related; at Reported Business Location(s); Start Date 08/29/2025; 160hrs/mth; hrs during trading 2.09/10/2025; Studio Third LLC; Business Entity For Tax/Investment Purposes Only; Not Investment Related; at Reported Business Location(s); Start Date 07/08/2025; 5hrs/mth; 0hrs during trading 3.09/18/2025; (HYBRID) Great Valley Advisor Group, LLC / Great Valley Advisor Group, LLC; Registered Investment Advisor Hybrid; Investment Related; at Reported Business Location(s); Start Date 08/29/2025; 80hrs/mth; 4hrs during trading; I provide investment advisory services to Great Valley Advisor Group, Inc, an independent investment advisor firm. I started this business activity in 9/2025. I expect to spend approximately 80 hours per month on this activity. Please see the advisory firm¿s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams

• S66 Uniform Combined State Law Examination
  2022-07-26

Designations

Other Names

• Kaylee Mcclellan
• Kaylee Ann Mcclellan