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Kelly Ann Weaver

Advisor at Mass Mutual Investors Services — Star City, IN

Updated today

Credentials

CFP®, Series 63, Series 65

Experience

27 years

Location

Star City, IN

Mass Mutual Investors Services logo

Mass Mutual Investors Services

Institution

Total advisors

5,092

Across 1,227 offices

Clients per advisor

88 Typical

Avg AUM per client

$249,379 Low

HNW client ratio

0% Very Low

About

Kelly Weaver is a CFP® professional with 27 years of experience in the financial services industry. She has worked at Mass Mutual Investors Services since 2017 and has been affiliated with Massachusetts Mutual Life Insurance Company since 2016. Kelly also serves as a Notary Public. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning, asset management, and educational services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements using firm-approved analytical tools.

Client services

Based on Mass Mutual Investors Services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Asset allocation programs

Expertise

Based on Mass Mutual Investors Services

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting

Occupation focus

Based on Mass Mutual Investors Services

Founder/Business Owner Attorney Executive

Demographic focus

Based on Mass Mutual Investors Services

Married/Couples/Partners Divorced

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Fee options

Commissions

Commissions on securities and insurance products sold; commissions vary by product

Other

Minimum fee: Minimum annual fee of $500 for Financial Planning Services Fee-only: Annual financial planning fees range from $500 up to over $35,000, negotiable and possibly waived

Location

See office

Star City, IN

Star City IN

Advisors at this office

1

Most active in

Indiana

Work history

27 years of industry experience

Mass Mutual Investors Services

2017 - Present • 9 years

Indianapolis, IN

Massachusetts Mutual Life Insurance Company

2016 - Present • 10 years

Indianapolis, IN

MSI Financial Services, Inc.

2016 - 2017 • 1 year

New York, NY

Osaic FA, Inc.

2006 - 2015 • 9 years

Monticello, IN

Osaic FA, Inc.

2006 - 2006 • 1 year

Ameriprise

2003 - 2005 • 2 years

Gurnee, IL

Osaic FA, Inc.

1999 - 2003 • 4 years

Chicago, IL

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Jon C

Series 63, Series 66

Winamac, IN

Edward Jones

Jon Chapman is a financial advisor with Edward Jones in Winamac, Indiana, holding Series 63 and Series 66 designations and with 32 years of industry experience. He has been with Edward Jones since 1995. Outside of his advisory role, he operates Backyard Nature Specialist Inc., a retail business focused on selling birdhouses and bird feeders and offering nature tours. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of more than 23,700 financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Ashleigh H

Series 66

Winamac, IN

Edward Jones

Ashleigh Hoover is a Series 66 licensed financial advisor with Edward Jones, based in Winamac, IN, and has two years of industry experience. Prior to her current role, she worked at the Leeman Law Office for three years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporations, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers various advisory programs, discretionary and non-discretionary strategies, and affiliated investment options through a large nationwide network of financial advisors and branches.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Matthew B

Series 66

Kewanna, IN

LPL Financial

Matthew Berry is a financial advisor with LPL Financial holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at H.D. Vest Advisory Services and StrategIQ Financial Group. Outside of his advisory work, he is involved in several business ventures including land consulting and owning excavation and other local businesses. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced research tools and a large network of advisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive

Alyssa C

Series 66

Winamac, IN

Edward Jones

Alyssa Chapman is a financial advisor at Edward Jones with three years of industry experience. She holds a Series 66 designation and previously worked at Alliance Bank and BraunAbility. Outside of financial advising, she is an independent beauty consultant for Mary Kay, selling skin care and cosmetics. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies and is noted for its extensive national network of advisors and branch offices.

Retirement income strategy Early retirement planning General retirement planning Wealth management Retired Founder/Business Owner Executive
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