Kelly D. Bland
Professional summary
Kelly Denise Bland, who also goes by Kelly Bland, Kelly Denise Doest, Kelly Denise Roberts, is a registered financial professional currently at WEALTH ENHANCEMENT BROKERAGE SERVICES, LLC located in Houston, Texas.
Kelly is registered as a RR (Registered Representative) and started their career in finance in 1997. Kelly has worked at 7 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Kelly Denise Bland's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 18, 2016 - Present
WEALTH ENHANCEMENT BROKERAGE SERVICES, LLC
Office #1: 1800 W Loop S Suite 1900, Houston, TX 77027August 23, 2012 - June 30, 2025
LPL FINANCIAL LLC
November 30, 2011 - March 12, 2012
COMERICA SECURITIES
February 9, 2007 - January 13, 2012
LPL FINANCIAL LLC
October 17, 2001 - March 2, 2007
UVEST FINANCIAL SERVICES GROUP, INC.
August 26, 1999 - October 18, 2001
HOWARD WEIL INCORPORATED
December 1, 1997 - August 27, 1999
AMERIPRISE FINANCIAL SERVICES, LLC
December 1, 1997 - May 3, 2001
IDS LIFE INSURANCE COMPANY
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(6/30/2025)
Exams
FINRA
Current Firm
WEALTH ENHANCEMENT BROKERAGE SERVICES, LLC
CRD#: 130139 / SEC#: , 8-66305
Contact information
FINRA licenses (51 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| WEALTH ENHANCEMENT GROUP, LLC | OWNER | |
| CAHN, JAMES LOREN | VICE PRESIDENT | 6052512 |
| CAIN, STEPHANIE M | HEAD OF SUPERVISION | 4081085 |
| CLARK, LISA LYNN | OPERATIONS OFFICER | 2271616 |
| DEKKO, JEFFREY THOMAS HAROLD | VICE PRESIDENT | 4648018 |
| DIECKHAUS, JOSEPH ALAN | CHIEF COMPLIANCE OFFICER | 5374613 |
| FURCHT, ELIZABETH ANN | SECRETARY | 5778785 |
| WINDORSKI, KELLY JOSEPH | CHIEF MANAGER AND CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, TREASURER, AND FINANCIAL OPERATIONS PRINCIPAL | 3211118 |
Red Flags
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