Advisor at Trend Management, Inc.
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Firm
Trend Management, Inc.
Location
Springfield, MO 65804
Credentials
Series 65
Industry experience
18 years
Kelly Clift is a financial advisor at Trend Management, Inc. in Springfield, MO, holding a Series 65 designation with 18 years of industry experience. He has been with Trend Management since 2007. Trend Management, Inc. advises individuals, trusts, retirement accounts, and small-business 401(k) trusts, managing approximately $83 million across about 160 client accounts. The firm employs a research-driven, concentrated equity approach with discretionary portfolio management in stocks, bonds, mutual funds, ETFs, and money market instruments.
Flat-rate fees grandfathered for some clients but not offered to new clients
1.25% annually, billed quarterly at 0.3125% per quarter, prepaid for the following quarter; fees on accounts over $500,000 negotiable
Account minimum: $30,000 recommended for optimum performance, but no minimum required to open or maintain an account
1936 E Sunshine St, Ste C
Springfield, MO 65804
Missouri
Trend Management Inc
2007 - Present (19 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
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CFP®, EA
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I am a CFP® Professional, an IRS Enrolled Agent, and have a bachelor’s degree in Finance from Missouri State University (Go Bears!). Since entering the financial planning profession in 2021, I’ve worked with hundreds of clients at both small and large wealth management firms. During my time at those firms, I learned that my favorite clients to work with tended to be “regular folks”, or people just like me who were diligent savers, enjoyed things like traveling and family time, and wanted transparent guidance when it came to financial decisions. I started Vance Financial Planning to help these folks with questions like: - Am I in a good position to retire in 5 years? - What changes should I be making now to prepare for my retirement transition? - Do increased Medicare premiums (IRMAA) matter in my retirement plan? - Are my investments allocated tax efficiently for my situation? - How do I take income from my accounts when I’m retired? If you’d like to learn more about my services, I invite you to visit my website to see if we might be a good fit.
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