Last Updated: October 2025 — Helena, MT
Here’s what you need to know about Helena, MT stockbroker Kelly R. Coulter:
- Name:Kelly Rae Coulter
- Alias: Kelly Rae Held, Kelly Rae McGinnis
- Current Employer: This broker is not currently registered with a brokerage firm.
- Prior Firms: Thrivent Investment Management Inc. (CRD #18387) — registered 02/2018–12/2020; branch location listed as Helena, MT.
- CRD number: 6877904.
- Stockbroker / Financial Advisor:Passed SIE (10/01/2018), Series 7 (02/12/2018), Series 66 (03/03/2018).
- Can Broker be Sued in FINRA:Yes
- Sanctioned by Securities Regulators:No
- Current Customer Dispute Seeks Total Damages of$729,485
If you’ve sustained damages from Mr. Coulter, discuss your case with experienced investment fraud lawyer Bob Rex at (877) 224-3199 for a free consultation.
Did You Lose Money With Kelly Coulter as Your Stockbroker?
A pending customer dispute filed in September 2025 alleges that, while at Thrivent Investment Management Inc., funds were removed without the client’s authorization between January 2018 and December 2020 in accounts involving variable annuities and mutual funds. The claim seeks $729,485 in damages and is pending before FINRA Dispute Resolution Services, Arbitration No. 25-01800.
Allegations of Broker Misconduct Against Kelly R. Coulter
- Funds removed from account without authority
Investigations involving Theft and Misappropriation of Customer Funds
Recover Your Investment Losses Now With Rex Securities Law
Investigations of other Thrivent Investment Management brokers
If you have suffered investment losses in an account handled by Kelly R. Coulter, contact us for a complimentary consultation with an experienced securities lawyer to learn how you may be able to recover damages through FINRA arbitration.
With offices in Boca Raton, FL, and Austin, TX, stockbroker fraud attorney Bob Rex provides representation to investors nationwide who are seeking recovery of investment losses due to the negligence or fraud of stockbrokers, financial advisors, and broker-dealers.
If you have questions about how your account has been handled, call (877) 224-3199 to speak with an experienced securities attorney at no cost to you.
Most cases are handled on a contingent fee basis, meaning that you do not pay legal fees unless we are successful.