Wyatt Kelly
Investment adviser representative at Nations Financial Group, Inc.
14 yearsExperience
1 stateRegistered in
$4.8BFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Nations Financial Group, Inc.Jan 2024 to now
- Core Investments Group, Inc.Jan 2022 to now
- Duluth Trading CoMay 2021 to Aug 2021
- AldiMay 2020 to Dec 2021
- Loras CollegeAug 2018 to May 2022
- Randalls Stop 'n' ShopNov 2015 to Jul 2018
- PioneerJun 2014 to Jul 2019
- Hudson Community School DistrictDec 2012 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (IA).
Nations Financial Group, Inc.
$4.8BAssets managed
5,569Clients
90Advisers
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
- 7499363
- Firm CRD
- 44181