Meet the Professional
Unqualified references of Expert are difficult to substantiate to regulators
Devon Kelly
Associate Financial Advisor
FOCUS
We allocate comprehensive wealth management strategies to individuals, small businesses, and families. Reaching out and truly getting to know each individual we service with the goal of creating the best plan for them. Keeping in mind short term needs and long-term financial goals.
Background & Experience
I received my undergraduate degree in Business Management from North Dakota State University in 2021. During my time at NDSU I gained real world experience being a member of the Bison Fund, where I did in depth analysis of companies. While there I learned the value of a well-diversified portfolio that meets the long-term goals of a client as well as short term needs. I hold the series 7, 63 and 66 securities registrations.
Away From The Office
I grew up in Fargo, North Dakota graduating from Fargo Davies in 2018. Growing up with one older sister Bailey (25). My interests outside of work are hockey, golf, the lakes, and working out.
