KP
Kelli L. Palmer
TVAMP
Le Mars, IA
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CRD#: 4207580
KP
Kelli Lyn PalmerTVAMP
Professional summary
Kelli Lyn Palmer is a registered financial advisor currently at TVAMP, LLC located in Le Mars, Iowa and LPL FINANCIAL LLC located in Knoxville, Tennessee.
Kelli is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Kelli has worked at 5 firms and has passed the Series 66, Series 7 and Series 24 exams.
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.
1.03/30/2026; Investment products and services are offered through LPL Financial LLC using the DBA/trade name TVAMP; Investment Related; at Reported Business Location(s); Start Date 03/20/2026; 80hrs/mth; 80hrs during trading 2.05/26/2026; Kelli Palmer; Business Owner; Not Investment Related; Le Mars,IA; Start Date 05/11/2026; 40hrs/mth; 0hrs during trading 3. 07/09/2026 - Tennessee Valley Asset Management - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location(s) - Start Date 03/20/2026 - 80 hours per month/ during trading - I provide investment advisory services through Tennessee Valley Asset Management, an independent investment advisor firm. I started this business activity in 03/2026. I expect to spend approximately 80 hours per month on this activity. Please see the Form ADV for the advisory firm for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4. 07/09/2026 - TVAMP - Registered Investment Advisor DBA - Investment Related - At Reported Business Location(s) - Start Date 03/20/2026 - 80 hours per month/ during trading
CRS (Client Relationship Summary) - RIA
Click below to view Kelli Lyn Palmer'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®
NoneExperience
Current
July 1, 2026 - Present
TVAMP, LLC
RIA
CRD#: 160321
Le Mars, IA
Current
May 1, 2026 - Present
LPL FINANCIAL LLC
Office #1: 6025 Brookvale Lane Ste 160, Knoxville, TN 37919RIA
BD
CRD#: 6413
KNOXVILLE, TN
Past
November 17, 2005 - July 21, 2008
U.S. BANCORP INVESTMENTS, INC.
RIA
CRD#: 17868
DOWNERS GROVE, IL
Past
July 6, 2001 - July 21, 2008
U.S. BANCORP INVESTMENTS, INC.
BD
CRD#: 17868
DOWNERS GROVE, IL
Past
July 19, 2000 - March 30, 2001
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
July 19, 2000 - March 30, 2001
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
MINNEAPOLIS, MN
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".
TL
TVAMP, LLC
BRIDGEWORKS DIVORCE FINANCIAL PLANNING | TVAMP, LLC | TVAMP | TENNESSEE VALLEY ASSET MANAGEMENT PARTNERS, LLC
CRD#: 160321 / SEC#: 801-96325
RIA
Registered Investment Advisory firm - (5/18/2015 Approved)Florida
Registered Investment Advisory firm - (5/22/2015 Terminated)Tennessee
Registered Investment Advisory firm - (5/29/2015 Terminated)Texas
Registered Investment Advisory firm - (5/22/2015 Terminated)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
Iowa(5/4/2026)
IAR
Iowa(7/1/2026)
RR
Tennessee(6/29/2026)
Exams
What does exam status mean?
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
TL
TVAMP, LLC
BRIDGEWORKS DIVORCE FINANCIAL PLANNING | TVAMP, LLC | TVAMP | TENNESSEE VALLEY ASSET MANAGEMENT PARTNERS, LLC
CRD#: 160321 / SEC#: 801-96325
RIA
Registered Investment Advisory firm - (5/18/2015 Approved)Florida
Registered Investment Advisory firm - (5/22/2015 Terminated)Tennessee
Registered Investment Advisory firm - (5/29/2015 Terminated)Texas
Registered Investment Advisory firm - (5/22/2015 Terminated)Loading...
Contact information
Main Address
6025 Brookvale Lane Suite 160, Knoxville, TN 37919
Mailing Address
Phone number
(865) 226-9982
Established
Firm type
Fiscal year end
# of Employees
38
SEC notice filing (21 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 5,057 |
| AUM (Assets Under Management) | $ 1,185,099,837 |
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.
