Kelly Fong

Financial Advisor

Investment Advisor Representative

CA Insurance License 0E37698

Kelly has more than 20 years of financial service experience. He brings to our firm a versatile foundation of knowledge, experience and qualification in equity markets, fixed income markets and operational management.

Before joining Wellspring Consulting, Kelly worked at Nabisco Foods Group as a territory manager — and Quick and Reilly, a NYSE member firm. During his time at Quick and Reilly, he assisted clients in employee stock option exercise, restricted stock, stock reorganization, trade processing operations and investment management. Kelly holds a Bachelor’s degree from California State University at Sacramento in Business Finance.

Kelly has the FINRA Series 7 (General Securities), 63 and 65 (Investment Advisor Representative) securities registrations.

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Securities and Investment Advisory Services offered through M Holdings Securities, Inc., a Registered Broker/Dealer and Investment Advisor, Member FINRA/SIPC. Wellspring Insurance Network dba Wellspring Global Insurance Solutions & Wellspring Consulting is independently owned and operated.

Wellspring Insurance Network dba Wellspring Global Insurance Solutions is a Provisional Member of M Financial Group. Please go to mfin.com/disclosure for further details regarding this relationship.

Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

Check the background of your financial professional on FINRA’s BrokerCheck.. Wellspring Insurance Network dba Wellspring Global Insurance Solutions & Wellspring Consulting is independently owned and operated.

For important information related to M Securities, refer to the M Securities’ Client Relationship Summary (Form CRS) by navigating to https://mfin.com/m-securities.

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This site is for information purposes and should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney, financial or tax advisor or plan provider.

CA Insurance License # 0K53471

File # 4942293.1