Kelly Effland is a CFP-designated registered investment advisor at Municap INC., based in Columbia, MD, with 9 years of industry experience. Kelly operates on a fee-only basis, meaning they do not earn commissions from product sales.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
MuniCap provides investment advice as part of its public finance consulting services. When evaluating investment options, MuniCap focuses on safety of principal, liquidity, and rate of return. They typically recommend U.S. government securities or investments backed by them. MuniCap's fees are based on hourly rates or fixed fees, determined by project complexity and service scope.
Location
8965 Guilford Road, Suite 210, Columbia, MD, 21046
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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.
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Kelly is the treasurer for the Junior League of the Eastern Panhandle Inc, spending a few hours per week on this activity. She is also a notary public.
Employment History
Current Registrations
Municap INC.
Previous Registrations
Cetera Investment Services LLCBroker
Cetera Investment Advisers LLC
Cwm, LLC
United Capital Financial Advisers
Hfi Wealth Management
State Registrations4 states
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