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Casey Kelly

Ameriprise Financial Services, LLC

Oakbrook Terrace, IL

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Current Employers
Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2026-07-07
  • IL RA
    APPROVED
    Since 2026-07-07

Branch Locations

1 Tower Ln Ste 2160, Oakbrook Terrace, IL 60181 • 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
Ameriprise Financial Services, Llc Oakbrook Terrace IL 06/2025 Present
Butler University Indianapolis IN 08/2021 06/2025
Terre Haute North Vigo High School Indianapolis IN 08/2017 08/2021
St. Patrick Elementary & Middle School Terre Haute IN 08/2008 08/2017
Carmel Financial Advisors (Ameriprise Financial) Indianapolis IN 05/2024 08/2024
Butler University Indianapolis IN 01/2024 05/2024
  • 06/2025 → Present
    Ameriprise Financial Services, Llc
    Oakbrook Terrace, IL
  • 08/2021 → 06/2025
    Butler University
    Indianapolis, IN
  • 08/2017 → 08/2021
    Terre Haute North Vigo High School
    Indianapolis, IN
  • 08/2008 → 08/2017
    St. Patrick Elementary & Middle School
    Terre Haute, IN
  • 05/2024 → 08/2024
    Carmel Financial Advisors (Ameriprise Financial)
    Indianapolis, IN
  • 01/2024 → 05/2024
    Butler University
    Indianapolis, IN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-07-02
  • S66 Uniform Combined State Law Examination
    2026-07-02
Other Names
  • Casey Kelly

View on SEC IAPD

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Other Offices

UBS FINANCIAL SERVICES INC. · OAKBROOK TERRACE, IL
NORTHERN TRUST SECURITIES, INC. · OAKBROOK TERRACE, IL
UBS FINANCIAL SERVICES INC. · OAKBROOK TERRACE, IL
EDELMAN FINANCIAL ENGINES · OAKBROOK TERRACE, IL
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