KELLY STOBB, CFP®, ChFC®
Private Wealth Financial Advisor
Vice President - Investment Officer
Address:
311 3RD AVE SE, STE 102
,
CEDAR RAPIDS
,
IA
52401
Call: 319-398-3157
Email: Kelly.Stobb@wellsfargo.com Compose mail in a new window
Call: 319-398-3157
Email: Kelly.Stobb@wellsfargo.com Compose mail in a new window
Tailored Financial Strategies. Personal Service.
My Associate(s):
Val Irvine, Client Associate
My Experience
- 2022 - Present : Wells Fargo Advisors, Financial Advisor
- 2021 - 2022 : Private Wealth Asset Management - Associate Financial Advisor
- 2019 - 2021 : U.S. Bank - Wealth Management Trust Advisor
- 2011 - 2019 : Transamerica Life Insurance Company
My Education & Credentials
- Bachelors of Business in Marketing - Liberty University
Securities Registered in the following states:
AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, MT, NC, NH, NM, NV, NY, OH, OK, OR, SC, TX, UT, VA, WA, WI
Insurance licensed in the following states: Resident State: IA
KELLY STOBB: Financial Advisor: Wells Fargo Clearing Services, LLC
Insurance licensed in the following states: Resident State: IA
KELLY STOBB: Financial Advisor: Wells Fargo Clearing Services, LLC
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