KL
KL

Kelly Kay Larson

2 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
14 advisors
Number of Clients
1,156 clients
Average Client Portfolio
$109K average
Assets Under Management
$125.5M

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
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Location

18700 W. 10 Mile Road, Suite 100, Southfield, MI, 48075

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Kelly is a general agent for 1st Consumer Insurance Agency, marketing and selling various insurance products, dedicating about a quarter of her time. She also works as an assistant for Financial Wealth Solutions and as an administrative assistant and investment advisor representative for ELE Wealth Solutions and ELE Advisory Services, respectively, spending a few hours per week and about half her time on these roles.

Employment History
Current Registrations
Ele Advisory Services, INC
November 2023 - Present · 2 yrs 3 mos
State Registrations13 states
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Advisor
Exams
No exam information available for this advisor.