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Monday 7am - 3pm Tuesday 7am - 3pm Wednesday 7am - 3pm Thursday 7am - 3pm Friday 7am - 3pm

Kelly Wealth Advisors of LPL Financial

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United States
Mountlake Terrace, WA
Kelly Wealth Advisors of LPL Financial

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Founded with family in mind. Our clients are not just a number; they are an extension of our family. Member FINRA (finra.org) / SIPC (sipc.org).

Securities and Advisory services offered through LPL Financial, a registered investment advisor. The financial professionals associated with Kelly Wealth Advisors of LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. For a list of states in which we are registered to do business, please visit: https://kellywealth.lpl.com/

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

10/22/2026

💡 Estate Planning Awareness Week highlights the importance of planning ahead. Taking inventory of your estate documents and beneficiary information can help keep everything organized. A periodic review may help identify areas that need attention.

10/20/2026

Our latest Weekly Market Commentary is live!

📈 Get insights on current market trends and what they mean for your financial strategy.

Read it here: https://kellywealth.lpl.com/weekly-market-commentary-kf26a

10/14/2026

💡 Financial Planning Month serves as a reminder to stay engaged with your financial life. Taking time to review savings, spending, retirement goals, and other key areas can help provide greater clarity. A thoughtful approach can help ensure your plan reflects your current priorities.

10/12/2026

Savings goals may evolve as your circumstances change. National Savings Day is a perfect time to revisit your priorities and evaluate your progress. Staying informed and intentional can help support long-term financial organization.

10/09/2026

🎧 Get clear, timely insights on the economy, markets, and trends that impact your financial future.

Listen to the Market Signals Podcast from LPL Research and stay informed with expert analysis.

👉 Tune in now: https://kellywealth.lpl.com/market-signals-podcast

10/08/2026

🤝 Women-owned businesses contribute significantly to communities, industries, and local economies. Throughout Women's Small Business Month, we recognize the individuals who invest their time and energy into pursuing their entrepreneurial goals. Their efforts continue to make a meaningful impact.

10/01/2026

Please join us in celebrating a very special milestone for one of our dedicated team members and help us welcome Maureen Kelly Teng.

The Kelly Wealth Advisors team is honored to share in this joyful occasion and celebrate the love, family, and cherished memories that made her wedding weekend so special. We extend our warmest congratulations to Maureen and her husband as they begin this exciting new chapter together.

Congratulations to the Tengs!

09/29/2026

📈Our latest Weekly Market Commentary is live!

Get insights on current market trends and what they mean for your financial strategy.

Read it here: https://kellywealth.lpl.com/weekly-market-commentary-kf26a

09/25/2026

🎧 Get clear, timely insights on the economy, markets, and trends that impact your financial future.

Listen to the Market Signals Podcast from LPL Research and stay informed with expert analysis.

Tune in now: https://kellywealth.lpl.com/market-signals-podcast

Address

6100 219th Street SW, Suite 480, Offices 424, 426 & 427, Mountlake Terrace
Mountlake Terrace, WA
98043

Opening Hours

Monday	7am - 3pm
Tuesday	7am - 3pm
Wednesday	7am - 3pm
Thursday	7am - 3pm
Friday	7am - 3pm

Telephone

+14253294164

Website

https://kellywealth.lpl.com/

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