Kelly J. Ballor
STRATEGIC ADVISERS LLC | Vice President, Wealth Planner
ROCKFORD, MI
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CRD#: 2899312
Professional summary
Kelly Jo Ballor, who also goes by Kelly Jo Ballor, Kelly Clonan, Kelly Jo Clonan-ballor, Kelly Clonan-ballor, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Rockford, Michigan and FIDELITY BROKERAGE SERVICES LLC located in Grand Rapids, Michigan.
Kelly is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Kelly has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6, Series 10 and Series 9 exams.
Biography
As an experienced Wealth Planner, I focus on gaining a deeper understanding of my clients and their family systems. We work together to develop customized financial plans. My process centers on building lifetime relationships with my clients and harnessing the power of Fidelity to assist you in working toward achieving your definition of financial success.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Kelly Jo Ballor | Kelly Clonan | Kelly Jo Clonan-Ballor | Kelly Clonan-Ballor
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.
OAA#: 17327 | ORG NAME:ARBONNE INTERNATIONAL | ORG ADDR:GRAND RAPIDS, MI, US | NATURE OF BUS:SKINCARE SALES | INVST REL:N | TITLE:INDEPENDENT CONSULTANT | DUTIES:PURCHASING PRODUCTS FOR SELF AND SELLING TO FAMILY AND FRIENDS | START DT:12/01/2003 | TOTAL HRS P/M:5 | SEC TRDNG HRS P/M:0 OAA#: 17328 | ORG NAME:SNOWBIRD SERVICES | ORG ADDR:GRAND RAPIDS, MI, US | NATURE OF BUS:CHECKING ON HOMES WHILE SNOWBIRDS ARE AWAY. | INVST REL:N | TITLE:OWNER | DUTIES:CHECKING ON HOMES - ENSURING HEAT IS ON, GETTING MAIL, TAKING CARE OF ANY ISSUES THAT COME UP. | START DT:06/06/2012 | TOTAL HRS P/M:5 | SEC TRDNG HRS P/M:0
CRS (Client Relationship Summary) - RIA
Click below to view Kelly Jo Ballor's 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®
NoneEducation
Grand Valley State University
Executive Masters in Business Administration - Business Management
2018
Marquette University
Bachelor of Science (BS) - International Business
1995
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 3480 28th Street Se The Corner Shops At Woodland, Grand Rapids, MI 49512-1602RIA
CRD#: 104555
ROCKFORD, MI
Current
June 4, 2012 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 3480 28th Street Se The Corner Shops At Woodland, Grand Rapids, MI 49512BD
CRD#: 7784
Grand Rapids, MI
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
GRAND RAPIDS, MI
Past
June 8, 2012 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
GRAND RAPIDS, MI
Past
July 29, 2011 - May 31, 2012
FIFTH THIRD SECURITIES, INC.
RIA
CRD#: 628
GRAND RAPIDS, MI
Past
July 20, 2011 - May 31, 2012
FIFTH THIRD SECURITIES, INC.
BD
CRD#: 628
GRAND RAPIDS, MI
Past
January 27, 2011 - May 20, 2011
CHASE INVESTMENT SERVICES CORP.
RIA
CRD#: 25574
NAPERVILLE, IL
Past
October 16, 2009 - May 20, 2011
CHASE INVESTMENT SERVICES CORP.
BD
CRD#: 25574
NAPERVILLE, IL
Past
July 18, 1997 - July 26, 2001
CHARLES SCHWAB & CO., INC.
BD
CRD#: 5393
WESTLAKE, TX
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".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 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
Alabama(1/13/2021)
RR
Arizona(1/11/2021)
RR
Arkansas(7/23/2024)
RR
California(1/11/2021)
RR
Colorado(2/12/2021)
RR
District of Columbia(5/7/2025)
RR
Florida(6/5/2012)
RR
Georgia(5/7/2025)
RR
Hawaii(1/11/2021)
RR
Illinois(6/4/2012)
RR
Indiana(6/5/2012)
RR
Iowa(3/25/2023)
RR
Kansas(12/7/2023)
RR
Kentucky(8/15/2024)
RR
Michigan(6/4/2012)
IAR
Michigan(3/31/2025)
RR
Missouri(12/7/2023)
RR
Nevada(1/11/2021)
RR
New Hampshire(12/7/2023)
RR
New Mexico(7/23/2024)
RR
North Carolina(1/13/2021)
RR
Ohio(1/12/2021)
RR
Oklahoma(7/23/2024)
RR
Puerto Rico(5/7/2025)
RR
South Carolina(1/13/2021)
RR
Tennessee(1/13/2021)
RR
Texas(5/11/2022)
IAR
Texas(3/31/2025)
RR
Utah(7/23/2024)
RR
Vermont(1/13/2021)
RR
Virgin Islands(5/7/2025)
RR
West Virginia(7/24/2023)
RR
Wisconsin(1/13/2021)
RR
Wyoming(7/23/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
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
STRATEGIC ADVISERS LLC
Vice President, Wealth PlannerCRD#: 104555Rockford, MITRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
