Kelli R. Howe

NAVELLIER & ASSOCIATES

RENO, NV 89501-2107

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CRD#: 4332750

Professional summary

Kelli Rashel Howe is a registered financial advisor currently at NAVELLIER & ASSOCIATES INC located in Reno, Nevada.

Kelli is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Kelli has worked at 1 firm .

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kelli Rashel Howe'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

October 21, 2014 - Present

NAVELLIER & ASSOCIATES INC

Office #1: One E. Liberty, Suite 504, Reno, NV 89501-2107

RIA

CRD#: 107568

RENO, NV

Past

March 7, 2007 - November 11, 2009

NAVELLIER & ASSOCIATES INC

RIA

CRD#: 107568

RENO, NV

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".

NAVELLIER & ASSOCIATES INC

CRD#: 107568 / SEC#: 801-30582

RIA

Registered Investment Advisory firm - (10/30/1987 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.

Highlighted states indicate IAR registrations

IAR

Texas
(10/21/2014)

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

Current Firm

NAVELLIER & ASSOCIATES INC

CRD#: 107568 / SEC#: 801-30582

RIA

Registered Investment Advisory firm - (10/30/1987 Approved)

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Contact information

Main Address

One E. Liberty, Suite 504, Reno, NV 89501-2107

Mailing Address

Phone number

(775) 785-2300

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

NAV ASSOC PART 2-07-04-2025 (7/4/2025)

Regulatory assets under management

Total Number of Accounts	1,308
AUM (Assets Under Management)	$ 882,832,800

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.

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Kelli R. Howe

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kelli Rashel Howe's CRS (Customer Relationship Summary).

Certified licenses

Experience

NAVELLIER & ASSOCIATES INC

NAVELLIER & ASSOCIATES INC

Primary Firm SEC Registration

NAVELLIER & ASSOCIATES INC

State Registrations and Notice Filings

Exams

Current Firm

NAVELLIER & ASSOCIATES INC

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

NAVELLIER & ASSOCIATES INC

TRUST BUT VERIFY

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