Co-Founder
Current
Jul 2018 - Present
AeroLeads people directory · profile
Kelly Phalen Email & Phone Number
Co-Founder Phalen Partners, LLC
at
Phalen Partners, LLC
1 work email found
@wellsfargoadvisors.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Co-Founder Phalen Partners, LLC
Location
United States, United States, United States
Company size
Who is Kelly Phalen? Overview
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Quick answer
Kelly Phalen is listed as Co-Founder Phalen Partners, LLC at Phalen Partners, LLC, a company with 2 employees, based in United States, United States, United States. AeroLeads shows a work email signal at wellsfargoadvisors.com and a matched LinkedIn profile for Kelly Phalen.
Kelly Phalen previously worked as Co-Founder at Phalen Partners, Llc and Senior Registered Client Service Associate at Wells Fargo Advisors. Kelly Phalen holds Bachelor'S Degree from National Louis University.
Company email context
Email format at Phalen Partners, LLC
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{first}.{last}@wellsfargoadvisors.com
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AeroLeads found 1 current-domain work email signal for Kelly Phalen. Compare company email patterns before reaching out.
Profile bio
About Kelly Phalen
25 years of experience working for successful teams in personal wealth management helping clients meet their financial goals.
Listed skills include Banking, Series 7, Series 63, Brokerage, and 1 others.
Current workplace
Kelly Phalen's current company
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4 roles
Kelly Phalen work experience
A career timeline built from the work history available for this profile.
Senior Registered Client Service Associate
Oct 2007 - Dec 2010
Senior Branch Administrator
Nov 2004 - Nov 2006
Senior Registered Client Sevice Associate
Mar 1990 - Aug 2004
2 education records
Kelly Phalen education
Bachelor'S Degree
National Louis University
Education record
FAQ
Frequently asked questions about Kelly Phalen
Quick answers generated from the profile data available on this page.
What company does Kelly Phalen work for?
Kelly Phalen works for Phalen Partners, LLC.
What is Kelly Phalen's role at Phalen Partners, LLC?
Kelly Phalen is listed as Co-Founder Phalen Partners, LLC at Phalen Partners, LLC.
What is Kelly Phalen's email address?
AeroLeads has found 1 work email signal at @wellsfargoadvisors.com for Kelly Phalen at Phalen Partners, LLC.
Where is Kelly Phalen based?
Kelly Phalen is based in United States, United States, United States while working with Phalen Partners, LLC.
What companies has Kelly Phalen worked for?
Kelly Phalen has worked for Phalen Partners, Llc, Wells Fargo Advisors, Wachovia Securities Financial Network, and Ubs.
How can I contact Kelly Phalen?
You can use AeroLeads to view verified contact signals for Kelly Phalen at Phalen Partners, LLC, including work email, phone, and LinkedIn data when available.
What schools did Kelly Phalen attend?
Kelly Phalen holds Bachelor'S Degree from National Louis University.
What skills is Kelly Phalen known for?
Kelly Phalen is listed with skills including Banking, Series 7, Series 63, Brokerage, and Mutual Funds.
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