Broker Check
Kelly Angell

Kelly Angell

Financial Advisor | CUSO Financial Services, LP

10427 South River Heights Dr., South Jordan, UT 84095

Kelly Angell is a wealth advisor serving all America First FCU branches.

Kelly is enthusiastic about helping clients succeed financially, whether that is through cash and investment management, retirement planning or trust/estate planning. He gets to know his client’s financial picture, so he can develop a personalized strategy to help them reach their financial dreams. His goal is to help clients in every way possible by building lifelong personal and business relationships.

He has been in the financial industry for over 20 years and previously worked for Wells Fargo Advisors as a Financial Advisor. His certifications include Series 57, 63, 66 and 7 Securities Licenses through CUSO Financial Services, L.P., and he holds numerus state insurance licenses.

Kelly obtained a Master of Business Administration from Westminster College and a Bachelor of Science degree in Business and Marketing from Utah State University.

When he is not working, Kelly enjoys outdoor activities like skiing, mountain biking, swimming, and spending time with family.