Kelli Ann Wallace
Investment adviser representative at Financial Security Management, Inc
16 yearsExperience
2 statesRegistered in
$611.5MFirm assets
11 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Financial Security Management, IncFeb 2014 to now
- National Planning CorporationApr 2014 to Oct 2017
- 7 Seconds of FameNov 2010 to May 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
Financial Security Management, Inc
$611.5MAssets managed
1,102Clients
8Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2189085
- Firm CRD
- 116570