Kelly spent 16 years in financial leadership roles with Ameriprise Financial and its predecessor American Express Financial Advisors. While at Ameriprise, Kelly served as Vice President Treasury, overseeing the firm’s treasury operations as well as providing leadership for its balance sheet and risk management initiatives. Prior to joining treasury, Kelly was CFO for Securities America, an independent Broker/Dealer subsidiary of Ameriprise leading all finance, accounting, and advisor compensation functions. Prior to Securities America, Kelly served as Vice President, Lead Financial Officer of the Advice and Wealth Management business, overseeing the finance team responsible for supporting
Kelly Windorski
Chief Financial Officer
Wealth Enhancement Group
United States, Minnesota, Minneapolis
About Me
Profile Information
Chief Financial Officer
Wealth Enhancement Group
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Minneapolis
Minnesota
United States
Jul 14, 2025
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