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KW

Kelly E. Wright

ALLSTATE FINANCIAL ADVISORS
Boerne, TX
Some features on this profile are disabled
CRD#: 2835310
KW

Professional summary

Kelly Elizabeth Wright, who also goes by Kelly Elizabeth Boney, Kelly Elizabeth Wright, is a registered financial advisor currently at ALLSTATE FINANCIAL ADVISORS, LLC located in Boerne, Texas and ALLSTATE FINANCIAL SERVICES, LLC located in Lincoln, Nebraska.

Kelly is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Kelly has worked at 6 firms and has passed the Series 66, Series 99TO, Series 52TO, SIE, Series 7, Series 53, Series 4, Series 24, Series 10 and Series 9 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Kelly Elizabeth Boney | Kelly Elizabeth Wright

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kelly Elizabeth Wright's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

May 25, 2018 - Present

ALLSTATE FINANCIAL ADVISORS, LLC

RIA
CRD#: 109524
Boerne, TX
Current

May 24, 2018 - Present

ALLSTATE FINANCIAL SERVICES, LLC

Office #1: 151 N 8th St Ste 450, Lincoln, NE 68508-1380
BD
CRD#: 18272
Lincoln, NE
Past

December 4, 2013 - May 7, 2018

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
WASHINGTON, DC
Past

December 3, 2013 - May 7, 2018

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
WASHINGTON, DC
Past

December 21, 2011 - June 4, 2013

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
MCLEAN, VA
Past

December 19, 2011 - June 4, 2013

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
MCLEAN, VA
Past

July 23, 2007 - December 16, 2011

GROVE POINT INVESTMENTS, LLC

RIA
CRD#: 1763
ROCKVILLE, MD
Past

July 20, 2007 - December 16, 2011

GROVE POINT INVESTMENTS, LLC

BD
CRD#: 1763
ROCKVILLE, MD
Past

May 12, 2005 - February 22, 2007

FERRIS, BAKER WATTS, LLC

RIA
CRD#: 285
WASHINGTON, DC
Past

April 28, 2004 - February 22, 2007

FERRIS, BAKER WATTS, LLC

BD
CRD#: 285
WASHINGTON, DC
Past

January 8, 2001 - April 29, 2004

A. G. EDWARDS & SONS, INC.

BD
CRD#: 4
ST. LOUIS, MO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AF
ALLSTATE FINANCIAL ADVISORS, LLC
ALLSTATE FINANCIAL ADVISORS LLC | ALLSTATE FINANCIAL ADVISORS, LLC

CRD#: 109524 / SEC#: 801-68510

RIA
Registered Investment Advisory firm - (11/21/2007 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Texas
(5/25/2018)
IAR
Texas
(5/25/2018)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 3/11/2005
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 1/5/2001
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 53
Date: 3/3/2010
Municipal Securities Principal Examination
Principal/Supervisory Exam
RR
Series 4
Date: 7/22/2009
Registered Options Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 11/7/2008
General Securities Principal Examination
Principal/Supervisory Exam
RR
Series 10
Date: 10/20/2006
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 9
Date: 7/21/2006
General Securities Sales Supervisor - Options Module Examination
SRO Registrations
RR
FINRA

Current Firm

AF
ALLSTATE FINANCIAL ADVISORS, LLC
ALLSTATE FINANCIAL ADVISORS LLC | ALLSTATE FINANCIAL ADVISORS, LLC

CRD#: 109524 / SEC#: 801-68510

RIA
Registered Investment Advisory firm - (11/21/2007 Approved)
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Contact information

Main Address
151 N 8th Street, Suite 450, Lincoln, NE 68508
Mailing Address
151 N 8th Street, Suite 450, Lincoln, NE 68508
Phone number
(877) 232-2142
Established
Firm type
Fiscal year end
# of Employees
337

SEC notice filing (49 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

AFA FORM ADV FIRM BROCHURE 2025 (3/31/2025)

Regulatory assets under management

Total Number of Accounts280
AUM (Assets Under Management)$ 82,015,793

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

ALLSTATE FINANCIAL ADVISORS, LLC

CRD#: 109524Boerne, TX

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