Kelly Andrew Kolstad
Investment adviser representative at Paul R. Ried Financial Group, LLC
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Cetera Investment Advisers LLCJun 2023 to now
- Paul R. Ried Financial Group, LLCAug 2018 to now
- Cetera Advisor Networks LLCMar 2015 to now
- Paul R. Ried FinancialMar 2015 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2011
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
Paul R. Ried Financial Group, LLC
$1.3BAssets managed
1,060Clients
9Advisers
8 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
- 5887272
- Firm CRD
- 297284