Ed Kelly

CFP®, CLU®, ChFC®

Private Wealth Advisor
CERTIFIED FINANCIAL PLANNER™ practitioner
A private wealth advisory practice of Ameriprise Financial Services, LLC
  • Market volatility

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Background and qualification information is available at FINRA's BrokerCheck website.

My Vision!!

I work with successful, high-end Equestrian families and their partners. My team uses a financial planning approach focused on what I believe are the 5-key concerns of these families: Tax planning, investments,insurance and strategies for wealth management and charitable giving. I have deep relationships with the families I serve. I help my clients focus on what’s most important to them­­. My 40 years as a “horsedad and husband,” combined with 34 years financial industry experience has given me the knowledge to do this important work. I look to help these families ease the stress and uncertainty of their complicated financial lives. I believe this in turn can strengthen their relationships with the people they love most and provides great freedom,to celebrate the magic of their horses.

Our office is open

Our team remains committed to serving our clients. We continue to hold all client meetings as scheduled and are available to meet by phone or online. The health and wellbeing of our clients is a top priority. Please take care of yourselves and those around you.

My videos

11 videos

The Ameriprise difference

Ask me about tracking your goals online
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Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

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Sunrise

In these uncertain times, Ameriprise advisors are here to help you navigate today, focus on the future, and stay on track for tomorrow. (0:31)