Kelly M. Anderson,  CFP<sup>&reg;</sup> - Financial Advisor

Kelly M. Anderson, CFP®

CRPS®

Financial Consultant

Evergreen Financial Partners

PO Box 5785
Rochester, MN 55903-5785
(507) 696-9879

General

Kelly Anderson is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Evergreen Financial Partners in Rochester, MN and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, Estate Planning, Investment Management, Retirement

More

Helpful Financial Planning Resources