KH
Kelli C. Harpe
FORTUNE FINANCIAL ADVISORS
Overland Park, KS 66210
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CRD#: 7377378
KH
Professional summary
Kelli C Harpe, who also goes by Kelli Christine Murray, is a registered financial advisor currently at FORTUNE FINANCIAL ADVISORS, LLC located in Overland Park, Kansas.
Kelli is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Kelli has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Kelli Christine Murray
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.
Resolution Services LLC non-investment related 900 Massachusetts St, Suite 380, Lawrence KS 66044 EEO Investigation, EEO Counseling and Mediation Services EEO Investigator Employee Started February 2021 40-60 hours/month 20-30 hours/month during trading hours Conduct administrative EEO investigations and prepare report of investigation for various government agencies. Creative Corrections non-investment related 6545 Calder Ave, Beaumont, TX 77706 Creative Corrections provides consulting, training and advisory services to state, local, federal and private correctional and law enforcement agencies throughout the United States and internationally. Creative Corrections retains highly qualified legal/justice, law enforcement and correctional experts with varied backgrounds enabling it to provide a wide range of services. Contractor for special projects as a Human Resources subject matter expert Contractor May 2021 10 hours/month 5 hours/month during trading hours
CRS (Client Relationship Summary) - RIA
Click below to view Kelli C Harpe'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
November 23, 2024 - Present
FORTUNE FINANCIAL ADVISORS, LLC
Office #1: 11600 College Blvd Suite 225, Overland Park, KS 66210RIA
CRD#: 145799
Overland Park, KS
Past
July 19, 2021 - March 14, 2025
OPEN ROAD WEALTH MANAGEMENT, LLC
RIA
CRD#: 284003
Kansas City, MO
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".
FF
FORTUNE FINANCIAL ADVISORS, LLC
FORTUNE FINANCIAL ADVISORS, LLC
CRD#: 145799 / SEC#: 801-78728
RIA
Registered Investment Advisory firm - (11/14/2013 Approved)Kansas
Registered Investment Advisory firm - (12/18/2013 Terminated)Missouri
Registered Investment Advisory firm - (12/18/2013 Terminated)Texas
Registered Investment Advisory firm - (12/18/2013 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.Highlighted states indicate IAR registrations
IAR
Kansas(11/23/2024)
Current Firm
FF
FORTUNE FINANCIAL ADVISORS, LLC
FORTUNE FINANCIAL ADVISORS, LLC
CRD#: 145799 / SEC#: 801-78728
RIA
Registered Investment Advisory firm - (11/14/2013 Approved)Kansas
Registered Investment Advisory firm - (12/18/2013 Terminated)Missouri
Registered Investment Advisory firm - (12/18/2013 Terminated)Texas
Registered Investment Advisory firm - (12/18/2013 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
11600 College Blvd Suite 225, Overland Park, KS 66210
Mailing Address
Phone number
(913) 393-0038
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (3 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 564 |
| AUM (Assets Under Management) | $ 202,370,734 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
FORTUNE FINANCIAL ADVISORS, LLC
CRD#: 145799Overland Park, KS 66210TRUST BUT VERIFY
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