Posts from June 2018

Kelley & Mullis Wealth Management Selected as a Member of the 2018 UAB Excellence in Business Top 25 Class

Kelley & Mullis Wealth Management Selected as a Member of the 2018 UAB Excellence in Business Top 25 Class

Birmingham, Ala.  – Kelley & Mullis Wealth Management, one of the largest independently owned financial services firms in Alabama proudly announces that they have been selected as a member of the 2018 UAB Excellence in Business Top 25. The UAB National Alumni Society designed the UAB Excellence in Business Top 25 program to identify, recognize and celebrate the success of the top 25 UAB alumni-owned or UAB alumni-managed businesses.

Saving for the Future

Saving for the Future

Saving for the future doesn’t just mean saving for retirement. It may mean saving for your children’s education or saving for children in general. It may also mean savings for a vacation or upcoming major purchases ranging in price from a new home

Contact Us

2008 Stonegate Trail, Ste. 112
Vestavia Hills, AL 35242

Phone: (205) 733-8006

Fax: (205) 733-8870

Toll Free: (844) 715-6418

Email: info@kmwealthmanagement.com

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Compliance Standards

Check the background of your financial professional on FINRA's BrokerCheck.

Securities offered through Kestra Investment Services, LLC, (Kestra IS), member FINRA / SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC, (Kestra AS) an affiliate of Kestra IS. Kelley & Mullis Wealth Management, Inc. is not affiliated with Kestra IS or Kestra AS. Kelley & Mullis Wealth Management, Inc. does not provide legal or tax advice.

This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS or Kestra AS provides legal or tax advice. For more information, please contact our compliance department at 844-5-KESTRA (844-553-7872).

https://www.kestrafinancial.com/disclosures