Kelly Higgins is a CFP-designated registered investment advisor, based in Troy, MI, with 27 years of industry experience.
Location
2125 Butterfield Dr, Ste 101N, Troy, MI, 48084
Get directionsHistory
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 the founder/independent insurance agent for various independent insurance companies through Lautus Wealth Advisory LLC, and also an advisory representative of CIRA. Additionally, Kelly is the founder/managing member of Higgins Financial Planning, LLC for legal and tax reporting purposes only.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Wealth Management Services, LLC
LPL Financial LLC
LPL Financial LLCBroker
Mutual Service CorporationBroker
Morgan Stanley Dw INC.Broker
State Registrations4 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.