Kelly Ann Kipnis

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 07/2008 → 11/2017
  Wells Fargo Funds Distributor, Llc
  San Francisco, CA
• 07/2008 → 11/2017
  Wells Fargo Funds Management, Llc
  Menomonee Falls, WI
• 11/2017 → 04/2024
  Hartford Funds Distributors, Llc
  Wayne, PA
• 11/2017 → 04/2024
  Hartford Funds Management Company, Llc
  Wayne, PA
• 05/2024 → Present
  Raymond James & Associates, Inc
  Clearwater, FL

Previous Registrations

• 2017-12-19 → 2024-05-15
  Hartford Funds
  Tampa, FL
  Wayne, PA
  Saint Petersburg, FL
• 2008-07-17 → 2017-11-06
  Allspring Funds Management, Llc
  San Francisco, CA
• 2007-03-28 → 2008-07-08
  Raymond James & Associates, Inc.
  St. Petersburg, FL
  St. Petersburg, FL

Other Businesses

(1)Name of Business: Inifinity St. Pete Address: 2301 Pass a Grille Way, St Pete Beach, FL, 33706, United States Activity Type: Non profit Position/Title: Finance/Investment Committee Member, Committee Member Investment Related: Yes Start Date: 06/01/2026 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Financial Oversight Chair - Shall, at the end of each fiscal year, review the Infinity books, bank statements, expense receipts, investment accounts, and all statements & records to ensure proper accounting procedures follow the bylaws.

Exams

• S66 Uniform Combined State Law Examination
  2007-03-26

Designations

• Certified Financial Planner

Other Names

• Kelly Ann Miller
• Kelly Ann Miller
• Kelly Ann Zikmund
• Kelly Ann Zikmund
• Kelly Shane
• Kelly Ann Shane