Location: Corporate, Houston, Santa Monica, Simi Valley Tapo, and Simi Valley Town Center
Kelly Karren is a Wealth Advisor with Premier America Wealth Management Group, based in the Credit Union’s corporate office. Kelly holds 18 years of experience in wealth management services. With his MBA and background in Mechanical Engineering, Kelly implements his analytical skills to put together a sound strategy that meets clients’ life needs, not just financial needs.
Kelly resides in Calabasas. He enjoys swimming and is an All-American Masters Swimmer for the US Masters National Swim team, a 3-time National Champion, and a World Record holder. He is also an advocate for many charitable organizations, including the Swimming Saves Lives Foundation, Thousand Oaks Alliance for the Arts, Challenged Athlete’s Foundation, and Special Olympics. Kelly was also in the 2019 Bank Investment Consultant Top 100 Bank Advisors list.
Bank Investment Consultants ranked bank and credit union advisors by assigning a score on the following 6 variables: (1) assets under management; (2) trailing-12 month production; (3) percentage increase in AUM from the previous year; (4) percentage increase in T-12 production; (5) amount of fee business; (6) the ratio of production-per-AUM. Those six factors are combined into one composite score to determine the final ranking.
Licenses and Registration
Kelly holds the following state securities registrations in AL, AZ, CA, CO, CT, FL, GA, ID, IL, KS, LA, MD, MI, MN, MO, MS, NV, NJ, NM, OH, OR, PA, SC, TN, TX, UT, VA, and WA, and holds his Series 7 and 66 Licenses through LPL Financial. CA License #0D23948.