Kelly Bandli has been an investment adviser representative at Success Wealth Management since January 2023, and is not listed among the firm’s executive officers or direct owners. Kelly Bandli holds a Bachelor of Arts from Alma College.
Success Wealth Management LLC is a Wexford, PA firm with $110M under management, 821 clients and 15 advisers across 15 offices, as of its September 2026 filing.
Kelly Bandli is an Investment Adviser Representative of Success Wealth Management, based in Traverse City, Michigan. She began her career in financial services shortly after graduating and has served clients in Northern Michigan for over 17 years.
- – present · 3 yearsTraverse City, MI · Adviser representative · Firm CRD 299094
Investment adviser representative registrations
Kelly Bandli is registered as an investment adviser representative in Michigan, since January 2023.
- MichiganSince 27 January 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 9 September 2022 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 8 September 2009 |
| Series 63 | Uniform Securities Agent State Law Examination | 2 August 2008 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 12 July 2008 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Kelly H Bandli
- CRD
- 5547367
- Firm
- Success Wealth Management · CRD 299094
- Office
- 2062 N US 31 S, Traverse City, MI 49685
- Registration
- Investment adviser registration
- In the industry since
- February 2009
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- successwealth.org
Where does Kelly Bandli work?
Kelly Bandli is an investment adviser representative registered through Success Wealth Management LLC since January 2023, and is not listed among the firm’s executive officers or direct owners.
Is Kelly Bandli a financial advisor?
Yes. Kelly Bandli has a current investment-adviser registration in Michigan, through Success Wealth Management since January 2023.
How many years of experience does Kelly Bandli have?
Kelly Bandli has 17 years in the financial industry, since February 2009, across 1 adviser firm.
What exams has Kelly Bandli passed?
Kelly Bandli has passed 4 licensing exams: the Series 6, Series 63, Series 7 and Series 65. The earliest, the Series 6, was passed in July 2008. FINRA credited Kelly Bandli with the SIE, which began in October 2018.
Where is Kelly Bandli based?
Kelly Bandli’s registered office is in Traverse City, MI.
Is Kelly Bandli registered with FINRA?
No. Kelly Bandli has no current broker registration.
How can I verify Kelly Bandli’s record?
Search CRD 5547367 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kelly Bandli’s full registration record.
