Marie E. Kelley

STADION MONEY MANAGEMENT

Fort Wayne, IN

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CRD#: 4489071

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.

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.

CRD#: 145

FORT WAYNE, IN

Past

November 20, 2006 - May 1, 2007

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

CRD#: 2580

FORT WAYNE, IN

Past

November 20, 2006 - May 21, 2007

OSAIC FA, INC.

CRD#: 3978

FORT WAYNE, IN

Past

August 13, 2004 - May 4, 2005

LINCOLN FINANCIAL DISTRIBUTORS, INC.

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".

STADION MONEY MANAGEMENT, LLC

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)

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 65

Date: 6/6/2008

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 6

Date: 8/12/2004

Investment Company Products/Variable Contracts Representative Examination

Current Firm

STADION MONEY MANAGEMENT, LLC

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

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

STADION WRAP FEE BROCHURE (3/16/2026)

STADION BROCHURE FORM ADV 2A (3/16/2026)

Regulatory assets under management

Total Number of Accounts	49,626
AUM (Assets Under Management)	$ 2,688,655,028

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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Marie E. Kelley

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Marie Elizabeth Kelley's CRS (Customer Relationship Summary).

Certified licenses

Experience

STADION MONEY MANAGEMENT, LLC

LINCOLN FINANCIAL DISTRIBUTORS, INC.

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

OSAIC FA, INC.

LINCOLN FINANCIAL DISTRIBUTORS, INC.

Primary Firm SEC Registration

STADION MONEY MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/6/2008

Series 6

Date: 8/12/2004

Current Firm

STADION MONEY MANAGEMENT, LLC

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

STADION MONEY MANAGEMENT, LLC

TRUST BUT VERIFY

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