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Credentials
Series 63, Series 66
Experience Industry experience
26 years
Location
Leonard, TX
Thrivent Investment Management
Institution
Kelly Perry is a financial advisor with Thrivent Investment Management in Greensburg, PA, holding Series 63 and Series 66 credentials and 25 years of industry experience. Perry has been with Thrivent and its predecessor entities since 2002. Outside of financial advising, Perry serves occasionally as a guest worship leader at local community churches and is an advisory board member for the Christian Family and Children's Center. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors, offering holistic, goal-based planning without discretionary trading authority. The firm’s approach integrates broad financial topics and allows clients to combine planning with managed-account programs under a consolidated billing option.
Commissions and sales loads apply on recommended products such as mutual funds, insurance, and variable products; these fees are separate from Planning Fee.
Minimum fee: Planning Fees range from a minimum of $600 to a maximum of $10,000 unless otherwise accepted by Thrivent. Minimum fees may be higher in certain circumstances. Fee-only: Planning Fee negotiated based on scope, complexity, advisor experience; ranges from $600 to $10,000.
Leonard, TX
Leonard TX
Advisors at this office
1
Pennsylvania · Texas
26 years of industry experience
Thrivent Investment Management
2002 - Present • 24 years
Greensburg, PA
THRIVENT FINANCIAL for Lutherans
2002 - Present • 24 years
Appleton, WI
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Leonard, TX
Cornerstone Wealth Management, LLC
Carlisle Mott is a financial advisor at Cornerstone Wealth Management, LLC with 18 years of industry experience. He holds the Series 66 designation and has been with Cornerstone since 2015, also maintaining a relationship with LPL Financial since 2012. Outside of his advisory work, Mott owns and operates Mott Cattle Company, a home-based business. Cornerstone Wealth Management serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers asset management and financial planning services, utilizing a combination of advisor-led discretionary management, wrap-fee programs, and LPL-sponsored investment platforms to tailor advice according to client goals.
PFS™, Series 63
Leonard, TX
Cetera
David Lashley is a financial advisor at Cetera with 16 years of industry experience. He holds the PFS™ and Series 63 designations and has held roles at Avantax Investment Services and Avantax Insurance Services prior to joining Cetera. He also operates D. Kent Lashley CPA PC, a CPA firm. Cetera Investment Advisers LLC serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management and financial planning services, managing over $256 billion in assets.
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