Donna L. Kellison

OLYMPIC FINANCIAL

CARMEL, IN 46032

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CRD#: 4175556

Professional summary

Donna Louise Kellison is a registered financial advisor currently at OLYMPIC FINANCIAL, LLC located in Carmel, Indiana.

Donna is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Donna has worked at 3 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

BLUE & CO., LLC, DIRECTOR (SAME AS PARTNER). BUSINESS IS A CPA FIRM, NOT INVESTMENT-RELATED. 11460 N. MERIDIAN, CARMEL, IN 46032 75% OF TIME; 12 MONTHS PER YEAR TAX PARTNER; GENERAL AND SPECIALIZED TAX PLANNING AND TAX COMPLIANCE START DATE 2/79; NO END DATE

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Donna Louise Kellison'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®

None

Experience

Current

March 3, 2003 - Present

OLYMPIC FINANCIAL, LLC

Office #1: 12800 N Meridian, Suite 400, Carmel, IN 46032

RIA

CRD#: 123138

CARMEL, IN

Past

May 23, 2001 - December 31, 2002

OLYMPIC FINANCIAL, LLC

RIA

CRD#: 123138

CARMEL, IN

Past

October 16, 2000 - May 31, 2017

M HOLDINGS SECURITIES, INC.

CRD#: 43285

CARMEL, IN

Past

June 19, 2000 - July 31, 2000

MUTUAL SERVICE CORPORATION

CRD#: 4806

BOSTON, MA

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.

Highlighted states indicate IAR registrations

IAR

Indiana
(3/3/2003)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 11/9/2000

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 5/22/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 5/31/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/16/2000

General Securities Representative Examination

Current Firm

OLYMPIC FINANCIAL, LLC

OLYMPIC FINANCIAL SERVICES, LLC | OLYMPIC FINANCIAL, LLC

CRD#: 123138 / SEC#:

Indiana

Registered Investment Advisory firm - (3/23/2001 Approved)

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Contact information

Main Address

12800 N Meridian, Suite 400, Carmel, IN 46032

Mailing Address

Phone number

(317) 581-7954

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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

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Donna L. Kellison

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Donna Louise Kellison's CRS (Customer Relationship Summary).

Certified licenses

Experience

OLYMPIC FINANCIAL, LLC

OLYMPIC FINANCIAL, LLC

M HOLDINGS SECURITIES, INC.

MUTUAL SERVICE CORPORATION

State Registrations and Notice Filings

Exams

Series 66

Date: 11/9/2000

Series 63

Date: 5/22/2000

SIE

Date: 5/31/2017

Series 7

Date: 6/16/2000

Current Firm

OLYMPIC FINANCIAL, LLC

Contact information

Documents

Red Flags

Company Information

OLYMPIC FINANCIAL, LLC

TRUST BUT VERIFY

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