Kelly Kuennen
Kelly Kuennen is a CFP-designated registered investment advisor at Ellsworth Advisors, LLC, based in Hudson, OH, with 32 years of industry experience. Kelly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 860 clients with $1.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Advisory fees are negotiable depending upon the needs of the Client and the complexity of the situation.
Fee Estimator
Location
1764 Georgetown Road, Hudson, OH, 44236
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kelly is an independent licensed insurance agent and may offer clients advice from those activities. This requires minimal time outside of trading hours.
Employment History
Current Registrations
Ellsworth Advisors, LLC
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Stratos Wealth Partners, LTD
Morgan Stanley
Morgan StanleyBroker
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
American Express Financial Advisors, INC.
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.