Kelly Wealth Advisors of LPL Financial

Kelly Wealth Advisors of LPL Financial 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 wh

ich 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.

🛡️September is Life Insurance Awareness Month. A time to better understand the role coverage can play in a financial pla...
09/03/2026

🛡️September is Life Insurance Awareness Month. A time to better understand the role coverage can play in a financial plan. Life insurance is often considered as a way to help support loved ones and provide financial stability in the future.

Reviewing your current coverage and overall goals can help ensure everything stays aligned. Taking time to stay informed is an important step.

🎧 Get clear, timely insights on the economy, markets, and trends that impact your financial future.Listen to the Market ...
08/28/2026

🎧 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

Women today are taking charge of their financial futures like never before, building careers, creating wealth, and makin...
08/20/2026

Women today are taking charge of their financial futures like never before, building careers, creating wealth, and making confident financial decisions.

The Professional Woman's Wealth Blueprint explores strategies to help women pursue financial independence, avoid common financial pitfalls, and create a roadmap for long-term financial success.

Whether you're advancing your career, managing competing priorities, or planning for the future, having a thoughtful financial strategy can help support your goals.

Learn more and connect with our team: https://kellywealth.lpl.com/

In today's world, women are reshaping the financial narrative, stepping into leading professional roles across sectors, and setting new standards for wealth creation. This blueprint is an all-encompassing guide that empowers them to take control of their wealth, work toward financial independence, m...

August 17 marks National Nonprofit Day and celebrates the power of collective generosity. Financial planning can include...
08/17/2026

August 17 marks National Nonprofit Day and celebrates the power of collective generosity. Financial planning can include approaches that allow individuals to support charitable organizations in a thoughtful way.

Staying intentional with contributions can help ensure they remain aligned with long-term priorities. Reflect on how you can engage with and support your community today.

📅National Financial Awareness Day serves as a reminder to stay connected to your financial goals. Reviewing your progres...
08/14/2026

📅National Financial Awareness Day serves as a reminder to stay connected to your financial goals. Reviewing your progress and staying organized can help you navigate changes with greater confidence.

A thoughtful approach over time can support clarity and direction. Take a moment today to check in.

🧘‍♀️Wellness goes beyond physical health… it also includes how you manage and think about your finances. During National...
08/05/2026

🧘‍♀️Wellness goes beyond physical health… it also includes how you manage and think about your finances.

During National Wellness Month, consider reviewing your financial habits and identifying areas where you can stay organized and informed. A thoughtful approach can support greater clarity over time. Focus on progress, not perfection.

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

Alerts

Be the first to know and let us send you an email when Kelly Wealth Advisors of LPL Financial posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Kelly Wealth Advisors of LPL Financial:

Shortcuts

Share