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.

🎧 Get clear, timely insights on the economy, markets, and trends that impact your financial future.Listen to the Market ...
05/29/2026

🎧 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

On this Memorial Day, we pause to reflect on the courage and sacrifice of the men and women who served our nation. Our o...
05/25/2026

On this Memorial Day, we pause to reflect on the courage and sacrifice of the men and women who served our nation.

Our office will be closed today in observance of the holiday. We will reopen and return to normal business hours on Tuesday.

In recognition of Small Business Month, we are highlighting programs and resources available to women business owners th...
05/21/2026

In recognition of Small Business Month, we are highlighting programs and resources available to women business owners that support growth, visibility, and operational planning. This overview shares general information on networking organizations, federal contracting programs, funding resources, and business certifications that may be available.

Explore our resources and contact our team to discuss your plan today: https://kellywealth.lpl.com/contact

Learn more about four unique opportunities for women business owners to grow their businesses.

⛳ Happy National Golf Day! Golf reminds us of the value of patience, focus, and thoughtful strategy. Those same qualitie...
05/10/2026

⛳ Happy National Golf Day! Golf reminds us of the value of patience, focus, and thoughtful strategy. Those same qualities can be helpful when reviewing your financial goals and daily habits.

If you’d like support organizing your financial roadmap, our office is here to help.

Small Business Month is the perfect time to recognize the dedication and passion behind every locally owned company 📈. W...
05/07/2026

Small Business Month is the perfect time to recognize the dedication and passion behind every locally owned company 📈. With the right financial guidance, business owners can build stability today while preparing for tomorrow.

Every decision matters when it comes to growth. Reach out to explore financial solutions that support your business goals: https://kellywealth.lpl.com/contact

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

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