Kelly Wealth Advisors of LPL Financial

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Kelly Wealth Advisors of LPL Financial Founded with family in mind. Our clients are not just a number; they are an extension of our family. Member FINRA (finra.org) / SIPC (sipc.org).

Securities and Advisory services offered through LPL Financial, a registered investment advisor. The financial professionals associated with Kelly Wealth Advisors of LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. For a list of states in which we are registered to do business, please visit: https://kellywealth.lpl.com/

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

🎧 Get clear, timely insights on the economy, markets, and trends that impact your financial future.Listen to the Market ...
10/09/2026

🎧 Get clear, timely insights on the economy, markets, and trends that impact your financial future.

Listen to the Market Signals Podcast from LPL Research and stay informed with expert analysis.

👉 Tune in now: https://kellywealth.lpl.com/market-signals-podcast

🤝 Women-owned businesses contribute significantly to communities, industries, and local economies. Throughout Women's Sm...
10/08/2026

🤝 Women-owned businesses contribute significantly to communities, industries, and local economies. Throughout Women's Small Business Month, we recognize the individuals who invest their time and energy into pursuing their entrepreneurial goals. Their efforts continue to make a meaningful impact.

Please join us in celebrating a very special milestone for one of our dedicated team members and help us welcome Maureen...
10/01/2026

Please join us in celebrating a very special milestone for one of our dedicated team members and help us welcome Maureen Kelly Teng.

The Kelly Wealth Advisors team is honored to share in this joyful occasion and celebrate the love, family, and cherished memories that made her wedding weekend so special. We extend our warmest congratulations to Maureen and her husband as they begin this exciting new chapter together.

Congratulations to the Tengs!

🎧 Get clear, timely insights on the economy, markets, and trends that impact your financial future.Listen to the Market ...
09/25/2026

🎧 Get clear, timely insights on the economy, markets, and trends that impact your financial future.

Listen to the Market Signals Podcast from LPL Research and stay informed with expert analysis.

Tune in now: https://kellywealth.lpl.com/market-signals-podcast

📚College Savings Month is a reminder to think ahead when it comes to education planning. Whether just getting started or...
09/23/2026

📚College Savings Month is a reminder to think ahead when it comes to education planning. Whether just getting started or already saving, staying organized and informed can make a difference.

Exploring different savings strategies may help align your plan with your long-term goals. Consistent check-ins can help keep everything on track.

📂September highlights Preparedness Month and the value of keeping your financial information up to date. Reviewing key d...
09/14/2026

📂September highlights Preparedness Month and the value of keeping your financial information up to date. Reviewing key documents, account details, and long-term plans can help maintain clarity and organization.

A structured approach can support better visibility into your overall situation. Staying engaged with these details can help you remain prepared.

Today, we pause in remembrance of September 11 and honor those whose lives were impacted. It is a time to reflect on res...
09/11/2026

Today, we pause in remembrance of September 11 and honor those whose lives were impacted. It is a time to reflect on resilience, unity, and the strength of our communities.

Our office will be closed today in observance. We will reopen and resume normal business hours next week.

Address

6100 219th Street SW, Suite 480, Offices 424, 426 & 427, Mountlake Terrace
Mountlake Terrace, WA
98043

Opening Hours

Monday 7am - 3pm
Tuesday 7am - 3pm
Wednesday 7am - 3pm
Thursday 7am - 3pm
Friday 7am - 3pm

Telephone

+14253294164

Website

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