Kelly Lynn Switt

Current Employers

Employment History

• 06/2001 → Present
  Porte Brown Llc
  Elk Grove Village, IL
• 10/2016 → 05/2018
  1St Global Capital Corp.
  Elk Grove Village, IL
• 10/2016 → 05/2018
  1St Global Advisors, Inc.
  Elk Grove Village, IL
• 01/2019 → 10/2019
  1St Global Capital Corp.
  Elk Grove Village, IL
• 01/2019 → 10/2019
  1St Global Advisors, Inc.
  Elk Grove Village, IL
• 10/2019 → 09/2025
  Avantax Advisory Services
  Elk Grove Village, IL
• 10/2019 → 09/2025
  Avantax Investment Services, Inc.
  Elk Grove Village, IL
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Elk Grove Village, IL
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2019-10-25 → 2025-09-05
  Avantax Advisory Services
  Elk Grove Village, IL
• 2019-05-16 → 2019-10-25
  1St Global Advisors Inc
  Elk Grove Village, IL

Other Businesses

1) JACK LONDON MIDDLE SCHOOL PTSA POSITION: Treasurer NATURE: This is a parent, teacher, student association for my son's middle school in Wheeling Illinois. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 08/31/2023 ADDRESS: 1001 West Dundee Road, Wheeling IL 60090, United States DESCRIPTION: Monthly meetings with principal and other members of the parent teacher student association. Writing checks for association and signer of checks for the association. Collaborate on events for the school. Reconciling bank account monthly 2) OAKTON BUILDING GROUP LLC POSITION: member NATURE: Rental building - real estate INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2014 ADDRESS: 845 Oakton Street, Elk Grove Village IL 60007, United States DESCRIPTION: Management decisions when needed 3) PORTE BROWN WEALTH MANAGEMENT POSITION: Referring Advisor NATURE: This is the wealth management company which was setup related to our CPA firm INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2020 ADDRESS: 845 Oakton Street, Elk Grove Village IL 60007, United States DESCRIPTION: I have not been admitted as a partner of this entity. It will be effective 1/1/2020. I do not know what ownership percentage I will have yet. 4) BUFFALO GROVE PARENT ASSOCIATION POSITION: Treasurer NATURE: This is a parent association for my son's high school in Buffalo Grove Illinois. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 07/19/2025 ADDRESS: 1100 W Buffalo Grove Road, Buffalo Grove IL 60089, United States DESCRIPTION: Monthly meetings with other members of the parent association. Writing checks for association and signer of checks for the association. Collaborate on events and fundraising ideas for the school. Reconciling bank account and financial statements monthly.

Exams

• S66 Uniform Combined State Law Examination
  2019-05-16

Other Names

• Kelly Lynn Hutter
• Kelly Switt
• Kelly Lynn Switt