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 firm and 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.


Disclosure: Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFGIS Insurance Agency), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Investments are: *Not FDIC/NCUSIF insured *May lose value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency.

Home Federal Investment Services
1016 Civic Center Dr. NW
Rochester, MN 55901

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Investment representatives are registered to conduct securities business and licensed to conduct Insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

 

 

Kelly Anderson
Kelly Anderson CFP®, CRPS®
Financial Consultant