RCU Investment & Insurance Team - Kelly France, CFP®, AWMA®
LPL Financial Advisor
Email: k.france@lpl.com
Phone: 715-855-5423
Primary Office: Mortgage Operations Center
Find Kelly At These Offices
Kelly's primary office is located at the Mortgage Operations Center.
Learn About Kelly
Kelly France has a passion for helping her clients work toward the path of financial success and achieving financial confidence in retirement. As an LPL Financial Advisor, Kelly specializes in financial and retirement planning. She also assists Members in making decisions on saving for education and helps local businesses with their employee retirement plans. Kelly is committed to helping her clients pursue their long-term financial goals by offering comprehensive financial planning with a no-pressure approach. With over 18 years of experience, her career has centered around working with retirees, high-net worth investors and local businesses. Kelly is dedicated to continuous learning, expansion of knowledge, and the education of the next generation.
Kelly brings extensive knowledge to the RCU Investment & Insurance Team. She began her career in the financial services industry in 2003. Kelly initially worked as an Agent for State Farm where she attained her securities licensing. With a desire to focus on investments, she became an LPL Financial Advisor for the RCU Investment & Insurance Team serving Members for over eight years. She went on to work as a Private Wealth Manager for Mainstreet Capital Management and then as a Wealth Management Advisor for U.S. Bancorp Investments before returning to the RCU Investment & Insurance Team where she plans to finish her career. Kelly is a CERTIFIED FINANCIAL PLANNER™ as well as an Accredited Wealth Management Advisor℠. She received both her Bachelor of Business Administration degree, with a comprehensive major in Business and Economics, as well as her Business Communication Certificate from the University of Wisconsin – Eau Claire.
"We’ve enjoyed having a very personalized and well communicated wealth management relationship with Kelly. She is always very attentive to our needs and was wonderful to work with during a time of transition for us where we were looking to place our liquid assets from the sale of our home into investments along with consolidating existing investments for our long-term needs in retirement. The knowledge and information she shared with us as we looked for the best way to set up our portfolio was very helpful. We appreciate that she kept on top of things and continued to focus on our goals. Kelly is a joy to have as an agent and very personable.” - J. and D. Becker
This statement is a testimonial by a client of the financial professional as of 12/27/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.
Licenses/Registrations
- FINRA Series 6, 7, 63 and 66 securities registrations held with LPL Financial. Life, Health, Property and Casualty Insurance licenses.
- Check the background of your financial professional on FINRA’s BrokerCheck.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Royal Credit Union and the RCU Investment & Insurance Team are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using RCU Investment & Insurance Team, and may also be employees of Royal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Royal Credit Union or RCU Investment & Insurance Team. Securities and insurance offered through LPL or its affiliates are:
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Not Insured by NCUA or Any Other Government Agency |
Not Credit Union Guaranteed |
Not Credit Union Deposits or Obligations |
May Lose Value |
The RCU Investment & Insurance Team site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CO, FL, ID, IN, MI, MN, NC, NM, OK, SC, TN, TX, WA and WI.
Royal Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/
Specialties:
- Comprehensive financial planning (CFP® certification)
- Wealth management (AWMA® accreditation)
- Business investment planning and management
- Retirement planning and strategy
Office Locations:
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Guided Wealth Portfolios (GWP) is a centrally managed, algorithm-based, investment program sponsored by LPL Financial LLC (LPL). GWP uses proprietary, automated, computer algorithms of FutureAdvisor to generate investment recommendations based upon model portfolios constructed by LPL. FutureAdvisor and LPL are nonaffiliated entities. If you are receiving advisory services in GWP from a separately registered investment advisor firm other than LPL or FutureAdvisor, LPL and FutureAdvisor are not affiliates of such advisor. Both LPL and FutureAdvisor are investment advisors registered with the U.S. Securities and Exchange Commission, and LPL is also a Member FINRA/SIPC.
All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.