Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Kelly S
ChFC®, Series 63
Chanhassen, MN
Smith & Associates Financial Services, LLC
Kelly Smith is a ChFC® and Series 63 credentialed financial advisor with 2 years of industry experience. He has worked at Smith & Associates Financial Services, LLC since 2024 and previously spent 30 years at Ameriprise Financial and IDS Life Insurance Company. In addition to his advisory role, Smith operates QuantVantagePro, an algorithmic research newsletter, and provides separate consulting services. Smith & Associates Financial Services advises individuals, families, trusts, retirement plan sponsors, and foundations, offering tailored financial consulting, planning, and separately managed account portfolio management. The firm also manages an affiliated private limited partnership utilizing an active, opportunistic trading strategy combined with risk-management metrics.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
Find a financial advisor
Based on your filters