Kelly Anderson - CFP®, CRPS®

Financial Consultant
Rochester – Civic Center Drive / Eagan / Pewaukee

Office: 507.280.3425
kelly.anderson@ceterais.com

Locations

Meet Kelly Anderson

Kelly provides financial planning services for successful retirees and those nearing retirement. A primary goal is to help clients become well-organized with their finances, so they have confidence through all life and market stages. He is a Certified Financial Planner™ and is accessible, and responsive. His goal is to make planning as easy as possible using a consultative and thoughtful approach.

Check the background of this investment professional on FINRA's BrokerCheck

 

Why Invest with Home Federal Investment Services?

According to Kelly, “Investing with Home Federal connects you with professionals who really care about your future. We want your future to be as secure as ours and we take the correct steps to ensure that you’re comfortable and confident with every financial decision. Experience is everything in this industry and Home Federal has an abundance of it at your disposal.”

 

A Little More About Kelly

Kelly attended MSU-Mankato and obtained a Finance degree. He is a member of the Financial Planning Association, the Rochester Estate Planning Club, Sertoma 700, and serves at Redeemer Lutheran Church. He enjoys time spent with his wife Mandie and two young kids, lake sports, shooting sports, hunting, fishing, gardening, and Chick-fil-A.

 

Ready to discuss your future?

Contact Kelly for a complimentary investment consultation to discuss your financial goals – no question is too small!

Kelly actively serves Home Federal Investment Services clients located in the Rochester, Eagan, and Pewaukee areas.

Kelly Anderson
Kelly Anderson CFP®, CRPS®
Financial Consultant