Kelly Bowers Whetstone
Professional Summary
Kelly Bowers Whetstone, who also goes by Kelly Rae Bowers, Kelly Whetstone, is a registered financial advisor currently at NORTH CAPITAL PRIVATE SECURITIES CORPORATION located in Salt Lake City, Utah. Kelly is registered as a RR (Registered Representative) and started their career in finance in 2007. Kelly has worked at 25 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6 and Series 26 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Kelly Rae Bowers, Kelly Whetstone
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
19 years in the financial services industry
Current & Past Employments
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Current Firm
NORTH CAPITAL PRIVATE SECURITIES CORPORATION
Contact Information
Main Address
623 E Ft Union Blvd Suite 101, Salt Lake City, UT 84047Mailing Address
623 E Ft Union Blvd Suite 101, Salt Lake City, UT 84047Phone Number
(415) 315-9916Established
Delaware since 05/20/2010Firm Type
CorporationFiscal Year End
MarchFirm Size
SmallFINRA licenses (53 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
Disclosures
Regulatory Event
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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.
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State Registrations and Notice Filings
(2/13/2026)
(2/13/2026)
(2/13/2026)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Aug 2007About the Series 6 examSeries 26 — Investment Company Products/Variable Contracts Principal Examination
Passed Dec 2007About the Series 26 examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Kelly Bowers Whetstone's CRS (Customer Relationship Summary).
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