Betsy Kelly
Investment adviser representative at United Planners' Financial Services of America A Limited Partner
10 yearsExperience
1 stateRegistered in
$12.8BFirm assets
26 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 assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- United Planners' Financial Services of America A Limited PartnerAug 2025 to now
- United Planners Financial ServicesAug 2025 to now
- Betsy Kelly GolfJan 2019 to now
- Self-employedSep 2016 to now
- Nova 401(k) AssociatesDec 2023 to Aug 2025
- Ameriprise Financial Services, LLCSep 2021 to Dec 2023
- Nova 401(k) AssociatesOct 2018 to Sep 2021
- Transamerica Capital IncAug 2017 to Oct 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (MN).
United Planners' Financial Services of America A Limited Partner
$12.8BAssets managed
30,369Clients
357Advisers
26 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
- 6382155
- Firm CRD
- 20804