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MK

Marie E. Kelley

STADION MONEY MANAGEMENT
Fort Wayne, IN
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CRD#: 4489071
MK

Professional summary


Marie Elizabeth Kelley, who also goes by Marie Elizabeth Fogle, is a registered financial advisor currently at STADION MONEY MANAGEMENT, LLC located in Fort Wayne, Indiana.

Marie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Marie has worked at 4 firms and has passed the Series 65 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Marie Elizabeth Fogle

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 Marie Elizabeth Kelley'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

July 29, 2008 - Present

STADION MONEY MANAGEMENT, LLC

RIA
CRD#: 112608
Fort Wayne, IN
Past

May 1, 2007 - November 20, 2007

LINCOLN FINANCIAL DISTRIBUTORS, INC.

BD
CRD#: 145
FORT WAYNE, IN
Past

November 20, 2006 - May 1, 2007

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

BD
CRD#: 2580
FORT WAYNE, IN
Past

November 20, 2006 - May 21, 2007

OSAIC FA, INC.

BD
CRD#: 3978
FORT WAYNE, IN
Past

August 13, 2004 - May 4, 2005

LINCOLN FINANCIAL DISTRIBUTORS, INC.

BD
CRD#: 145
RADNOR, PA

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".
SM
STADION MONEY MANAGEMENT, LLC
PERSONAL MUTUAL FUND MANAGEMENT | STADION MONEY MANATEMENT, INC. | STADION MONEY MANAGEMENT, LLC | STADION MONEY MANAGEMENT, INC. | STADION | PMFM INC | PERSONAL MUTUAL FUND MANAGEMENT/401K TOOLBOX

CRD#: 112608 / SEC#: 801-45601

RIA
Registered Investment Advisory firm - (1/31/1994 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
Georgia
(7/29/2008)

Exams


State Security Law Exam
IAR
Series 65
Date: 6/6/2008
Uniform Investment Adviser Law Examination
General Industry/Product Exam

Current Firm


SM
STADION MONEY MANAGEMENT, LLC
PERSONAL MUTUAL FUND MANAGEMENT | STADION MONEY MANATEMENT, INC. | STADION MONEY MANAGEMENT, LLC | STADION MONEY MANAGEMENT, INC. | STADION | PMFM INC | PERSONAL MUTUAL FUND MANAGEMENT/401K TOOLBOX

CRD#: 112608 / SEC#: 801-45601

RIA
Registered Investment Advisory firm - (1/31/1994 Approved)
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Contact information


Main Address
1061 Cliff Dawson Rd, Watkinsville, GA 30677
Mailing Address
Phone number
(706) 583-5144
Established
Firm type
Fiscal year end
# of Employees
39

SEC notice filing (52 States and Territories)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

STADION WRAP FEE BROCHURE (11/25/2025)

Regulatory assets under management


Total Number of Accounts47,926
AUM (Assets Under Management)$ 2,468,297,204

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


STADION MONEY MANAGEMENT, LLC

CRD#: 112608Fort Wayne, IN

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