Instructor

Advanced Technicals/Stock Market Weekly Review Kelly Allman

Kelly's passion for capital markets was ignited at the age of 18 when he made his first stock purchase. This passion fuels his desire to help others make sound investment decisions. He began his career as a trader for Fidelity Investments in 2000. He earned a bachelor's degree in Business Management from BYU in 2002. Kelly's role as an educator is a significant part of his journey, having taught investor conferences and online events with as many as 950 attendees at a time. His expertise in various investment topics, including fundamental analysis, advanced options strategies, investor psychology, intermarket analysis, and income investing, has empowered many. Since 2002, Kelly has been managing portfolios, further solidifying his position as a knowledgeable and experienced professional.

What Traders are Saying!

5 star rating

Risk Management

Tracy Freeman

Kelly Allman Teaches Risk Management at the time of trade - during the trade - exit the trade. The philosophy of “Set It & Forget It” Is dangerous to ne...

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Kelly Allman Teaches Risk Management at the time of trade - during the trade - exit the trade. The philosophy of “Set It & Forget It” Is dangerous to new or novice students. As the class focuses on technicals indicators - Kelly also focuses on fundamentals of stocks. He reviews divergence between the technical and the fundamentals as opportunities to engage in options. Focusing on sentiment indicators frames the timeframe for many option trading. Class provides a plethora of simple information when followed in a consistent process gives students consistency when trading. A+++. Excellent instructor and engaging classmates

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5 star rating

Soooo worth it!!!!

Ida and Tim Hole

Since Kelly has come on board I have learned sooooo much! It shows in my account size. He is always open for questions and explains things in an understandab...

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Since Kelly has come on board I have learned sooooo much! It shows in my account size. He is always open for questions and explains things in an understandable manner. He is organized and through. I personally have been investing in stocks since the mid 80's and had some funds set aside in my retirement account for me to do my own stock investing with success. In 2018 when I started trading outside my retirement and learning about Chuck's system has been more fun and exciting. With Kelly adding in and creating a full portfolio that is more full and inclusive of investments and trading makes it even more practical. I have always watched my retirement account although I didn't manage it, I would make suggestions and have discussions about how to manage it. Now with what I have learned and learning have a better understanding of what my financial advisor suggests/does and why. That account also reflects what I have learned and done. This education is a must and should be taught in high school personal finance. I would and have recommended to friends and family. - Ida

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5 star rating

Excellent

John E. Hull Jr.

Content was advanced, but very well explained by Kelly. Watching the actual charts and trades was extremely beneficial.

Content was advanced, but very well explained by Kelly. Watching the actual charts and trades was extremely beneficial.

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5 star rating

Kelly is AWESOME!

John Locke

Kelly is AWESOME!

Kelly is AWESOME!

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5 star rating

Review of Markets and Calendar Spread

Steve Loesch

Like the Idea on the Spy Calendar Spread, Thanks

Like the Idea on the Spy Calendar Spread, Thanks

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5 star rating

Great Class

Craig Otto

Lots of trade strategies with explaining strengths & weakness of each. Knowledge of Greeks is a must!

Lots of trade strategies with explaining strengths & weakness of each. Knowledge of Greeks is a must!

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5 star rating

Kelly's Class - May 7, 2025

Kevin Yee

I have learned so much from Kelly since I joined the B & L Ventures program. I feel that I will be a profitable trader moving forward from the strategies...

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I have learned so much from Kelly since I joined the B & L Ventures program. I feel that I will be a profitable trader moving forward from the strategies and insights from a professional trader like Kelly.

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4 star rating

2025-05-07

Richard Sylvester

Liked the analysis of the put calendar. It was more thorough than I have seen before.

Liked the analysis of the put calendar. It was more thorough than I have seen before.

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4 star rating

Advanced Technicals

Alan Goldsmith

Excellent, Kelly is very skilled and understands risk before profit

Excellent, Kelly is very skilled and understands risk before profit

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5 star rating

Advanced Technicals Live class

Charles Bigler

Absolutely love the class. Super content, Kelly does a wonderful job of training and answering questions. He explains risk, how to measure and how to imple...

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Absolutely love the class. Super content, Kelly does a wonderful job of training and answering questions. He explains risk, how to measure and how to implement controls to your trading.

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5 star rating

Awesome class as ALWAYS

Bob Launius

I am a CPA and have a graduate degree so I've taken lots of classes. I've been attending this class for ~ 2+ years and it is probably the best class, with ...

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I am a CPA and have a graduate degree so I've taken lots of classes. I've been attending this class for ~ 2+ years and it is probably the best class, with the best instructor, that I've ever taken. The instructor is not only incredibly knowledgeable, but he's patient, and can teach to any level. If you want to learn great advanced (and real-time current) material for investing long term or trading, this is the class.

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4 star rating

2025-05-07

Richard Sylvester

Liked the analysis of the put calendar. It was more thorough than I have seen before.

Liked the analysis of the put calendar. It was more thorough than I have seen before.

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