Kelley Brian Orr

Employer firm

Wells Fargo Advisors Financial Network, LLC CRD 11025

$252B regulatory AUM 2,990 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

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

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

Current Employers

Employment History

• 05/2014 → 10/2024
  Lpl Financial, Llc
  Bowling Green, KY
• 10/2024 → Present
  Wells Fargo Advisors Financial Network, Llc
  Owensboro, KY

Previous Registrations

• 2014-05-23 → 2024-10-28
  Lpl Financial Llc
  Owensboro, KY
  Owensboro, KY
  San Diego, CA
  Jasper, IN
  Marion, KY
  Glasgow, KY
  Bowling Green, KY
  Owensboro, KY
  Bowling Green, KY
• 2011-07-22 → 2014-06-19
  Osaic Fa, Inc.
  Bowling Green, KY
  Jasper, IN
  Owensboro, KY
  Jasper, IN
• 2005-01-27 → 2011-07-06
  Bb&T Investment Services, Inc.
  Bowling Green, KY
  Bowling Green, KY
  Bowling Green, KY
  Bowling Green, KY
  Bowling Green, KY
  Bowling Green, KY
  Bowling Green, KY
  Charlotte, NC
  Bowling Green, KY
  Glasgow, KY
  Charlotte, NC
  Russellville, KY

Other Businesses

PRIVATE LEDGER WEALTH MANAGEMENT, LLC; INV RELATED; OWENSBORO,KY; LLC;50% OWNERSHIP; START DATE: 10/27/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING; |

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-01-26
• S63 Uniform Securities Agent State Law Examination
  1999-01-23

Other Names

• Kelley Orr
• Kelley Brian Orr