Our financial advice team

Kelly Shanks, Financial Advisor serving the Beaumont, TX area - Ameriprise Advisors

Kelly Shanks

Financial Advisor

Franchise Owner
FKuttin Wealth Management
33
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Client Satisfaction 4.5 / 5 rating based on 11 reviews
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EMAIL
PHONE
BUSINESS MOBILE
409.547.7010
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Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Income Strategies
  • Investments
  • Wealth Preservation Strategies
  • Investment Management
  • Insurance

Education

  • BS Business Administration. McNeese State Universtiy, Lake Charles LA.

Previous experience

  • Financial Advisor with Edward Jones, November 1991 until January 2015

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

I have been actively involved in this community for over 20 years. I have served on boards for the Port Neches Library, Rotary, and Port Arthur EDC. I support the Chambers of Commerce in both Nederland and Port Neches.

Interests

My family is the most important thing in my life! Watching the children, and now grandchildren, grow into amazing people is the best reward we can ask for. I have been actively involved in this community for over 25 years. I have served on boards for the Port Neches Library, Rotary, and Port Arthur EDC. I support the Chambers of Commerce in both Nederland and Port Neches. When I am not spending time with the grandkids, you will usually find me on a tennis court somewhere! I also enjoy boating, traveling and spending time outdoors.

My photos

2 albums
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