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Our financial advice team


Robert Kennelly, Financial Advisor serving the Meredith, NH area - Ameriprise Advisors

Robert Kennelly

MBA, CFP®, CRPC, APMA

Financial Advisor

Lamb, Petersen & Mann Advisory Group
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 4.8 out of 5 rating based on 4 reviews

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Family Finances
  • Saving for Education

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™
  • MBA from Columbia University
  • Started two small businesses
  • Founded an industry association

Education

  • BS Electrical Engineering from Columbia University - 1981
  • MBA from Columbia University - 1984

Awards & recognition

  • Premier Protection award, RiverSource Life Insurance Company, 2014

Professional associations

  • IEEE

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

  • Meredith Rotary
  • Greater Meredith Program Career Partnership Program

Interests

I am an avid golfer and love playing with clients and friends. I am on the Career Partnership Program committee of the Greater Meredith Program to help local students do internships and job shadows to help them move forward in college and career choices. I meet with the local high school finance class annual to help them understand the formal financial planning process.