Carrie Kelley is originally from Duluth, and spent several years living in the Minneapolis area while attending Augsburg College to obtain her degree in Business Administration and Economics. Carrie and her family moved back to their hometown when she started working with her mother, Susan Stelman at Waddell & Reed in 2012, and became a Financial Advisor in 2013 after obtaining her Series 66*, Series 7*, currently held with LPL Financial, as well as insurance licenses. She has also earned the CERTIFIED FINANCIAL PLANNER™ certification.
Carrie took over management of their business when Susan unexpectedly retired in 2020 for health reasons, and remains dedicated to her clients through her mother’s untimely passing in 2021. In Susan’s memory, Carrie is a proud sponsor of the Black Woods Blizzard Tour, hosted by an organization dedicated to raising funds to assist those suffering from ALS (amyotrophic lateral sclerosis or “Lou Gehrig’s Disease”).
Carrie is a member of American Mensa and enjoys reading, woodworking, cooking, craft projects, and spending time with her family.
*Securities registrations currently held with LPL Financial
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.