Financial Advisor
Current
Mar 2018 - Present
AeroLeads people directory · profile
Rick Kelner Email & Phone Number
Financial Advisor
at
Prudential Advisors
1 work email found
@ipgltd.com
1 phone found area 317
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Financial Advisor
Location
Indianapolis, Indiana, United States
Who is Rick Kelner? Overview
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Quick answer
Rick Kelner is listed as Financial Advisor at Prudential Advisors, based in Indianapolis, Indiana, United States. AeroLeads shows a work email signal at ipgltd.com, phone signal with area code 317, and a matched LinkedIn profile for Rick Kelner.
Rick Kelner previously worked as Financial Advisor at Pnc Investments and Financial Advisor at Jp Morgan Securities Llc. Rick Kelner holds B. S, Finance from Indiana University-Kelly School Of Business.
Company email context
Email format at Prudential Advisors
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{first_initial}{last}@ipgltd.com
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AeroLeads found 1 current-domain work email signal for Rick Kelner. Compare company email patterns before reaching out.
Profile bio
About Rick Kelner
Rick Kelner is a Financial Advisor at Prudential Advisors. He possess expertise in sales, retirement planning, retirement income strategies, wealth management, new business development and 49 more skills.
Listed skills include Sales, Retirement Planning, Retirement Income Strategies, Wealth Management, and 50 others.
Current workplace
Rick Kelner's current company
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8 roles
Rick Kelner work experience
A career timeline built from the work history available for this profile.
Financial Advisor
Pnc Investments
Provided portfolio and relationship management services to clients with varying levels of complexity and sizes.Managed accounts in accordance with investment objectives while incorporating organization’s investment approach and philosophy.Delivered distinctive and thoughtful experiences to high net worth and affluent clients aimed at presenting complex.
Mar 2016 - Mar 2018
Financial Advisor
Feb 2015 - Mar 2016
Partner
Topline Revenue Performance Mgmt
Developed and implemented wealth management growth strategies for asset/wealth management firms, based on industry drivers.Oversaw client accounts including trust departments, independent RIAs, and asset management firms through risk assessment, ongoing advisement and formulating strategic plans to help high net worth clients grow financial wealth. Worked.
Jan 2011 - Feb 2015
Director Of Business Development
Aegis, Inc
Application Service Provider, serving funeral homes and cemeteries via a web hosted, fully automated, point of sale system to create unique and personalized cemetery monuments and markers. Provided company with new market analysis and entry strategies.Cultivated industry alliances and partnerships with National/Key accounts.Identified emotional human.
Jan 2001 - Dec 2011
Senior Vice President
Hilliard Lyons, Llc
- Charged with building the municipal finance underwriting and sales distribution network. Served as the outside face of municipal underwriters, meeting with prospective clients to gain new business. Held responsibility.
- Cultivated wholesale relationships with leading investment firms, banks, insurance companies
- Personal sales efforts accounted for $15,000,000 in municipal finance underwriting fees.
Sep 1999 - Jan 2001
Senior Vice President, Director Of Corporate Finance
City Securities Corp
Created autonomous entity by building a corporate finance practice from scratch. Reported to the CEO of this regional investment bank. Profit and Loss responsibility for the unit consisting of 5 staff members.Pioneered the start-up Corporate Finance Department; successful in introducing strategic business and marketing plansAchieved profitability one year.
Jan 1988 - Jan 1999
Senior Vice President
City Securities Corp
- Held responsibility for new business development and maintenance of client relationships with major insurance companies, mutual fund companies, money center banking institutions, and large trust companies nationwide.
- Placed over $1 billion in investment products to major institutions from 1990 to 1999
- Ranked as the top sales producer company-wide in 1997 and 1998
- Ranked consistently top 3% of sales force
- President’s Club Advanced Sales Award for consultative selling-Sandler Institute
Jan 1988 - Jan 1999
2 education records
Rick Kelner education
B. S, Finance
Indiana University-Kelly School Of Business
Education record
Ben Davis High School
FAQ
Frequently asked questions about Rick Kelner
Quick answers generated from the profile data available on this page.
What company does Rick Kelner work for?
Rick Kelner works for Prudential Advisors.
What is Rick Kelner's role at Prudential Advisors?
Rick Kelner is listed as Financial Advisor at Prudential Advisors.
What is Rick Kelner's email address?
AeroLeads has found 1 work email signal at @ipgltd.com for Rick Kelner at Prudential Advisors.
What is Rick Kelner's phone number?
AeroLeads has found 1 phone signal(s) with area code 317 for Rick Kelner at Prudential Advisors.
Where is Rick Kelner based?
Rick Kelner is based in Indianapolis, Indiana, United States while working with Prudential Advisors.
What companies has Rick Kelner worked for?
Rick Kelner has worked for Prudential Advisors, Pnc Investments, Jp Morgan Securities Llc, Topline Revenue Performance Mgmt, and Aegis, Inc.
How can I contact Rick Kelner?
You can use AeroLeads to view verified contact signals for Rick Kelner at Prudential Advisors, including work email, phone, and LinkedIn data when available.
What schools did Rick Kelner attend?
Rick Kelner holds B. S, Finance from Indiana University-Kelly School Of Business.
What skills is Rick Kelner known for?
Rick Kelner is listed with skills including Sales, Retirement Planning, Retirement Income Strategies, Wealth Management, New Business Development, Financial Planning, Business Development, and Lead Generation.
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