Advisor at Prism Wealth Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Prism Wealth Management
Location
Wooster, OH 44691
Credentials
Series 66
Industry experience
7 years
$0+: 1.5% annually (asset management with AE Wealth Management, LLC; negotiable) $0+: 1.50% total annual fee for Strategic, Tactical Allocation & Defined Outcome Portfolios (Gradient Investments + Prism split: 0.50% + 1.00%) $0+: 1.00% total annual fee for Preservation Portfolios (Gradient Investments + Prism split: 0.40% + 0.60%)
Investment advisor representatives receive commissions on insurance products sold as licensed insurance agents.
Prism Wealth Management LLC
2022 - Present (4 years)
AE Wealth Management, LLC
2021 - 2022 (1 year)
Prism Wealth Management
2021 - Present (5 years)
J.P. Morgan Securities LLC
2019 - 2021 (2 years)
Vince Mariola Construction
2019 - Present (7 years)
Matthew L. Gilbert, Sole Proprietor
2018 - Present (8 years)
Edward Jones
2018 - 2019 (1 year)
OhioHealth Mansfield Hospital
2015 - 2018 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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 63, Series 66
Doylestown, OH
Fidelity
Kelly Uber is the Vice President and Branch Leader at Fidelity Investments, a position held since 2024. In this role, Kelly leads a team of financial professionals focused on addressing client needs and ensuring clients feel confident about their financial future. Prior to this, Kelly served as Assistant Branch Leader at Fidelity Investments from 2022 to 2024 and held roles as Planning Consultant at Fidelity Investments from 2020 to 2022, Investment Center Consultant at Key Investment Services from 2018 to 2020, and Premier Relationship Manager at Citizens Bank from 2015 to 2018. Kelly's professional experience spans various positions in financial services, emphasizing client-focused strategies and team leadership. Outside of work, Kelly has interests in baseball, board games, parenthood, puzzles, and traveling.
Series 66
Dalton, OH
Edward Jones
Series 66
Wooster, OH
Winner Wealth Management
CFP®, CFA®
Smithville, OH
New Legacy Financial Group, LLC
Series 66
Wooster, OH
Fike Advisors, LLC
Series 65
Wooster, OH
Fike Advisors, LLC
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