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KELLY FINANCIAL PLANNING, LLC
CRD 287569
9435 WATERSTONE BLVD, SUITE 140, CINCINNATI, OH, 45249, United States
Phone
513-379-2527
Fax
—
Registration
— (—)
Source
State registered
Total AUM
—
Discretionary AUM
—
Team
1 total employees; 1 advisory reps; 24 broker-dealer reps
Clients
11-25
Fees
Hourly charges
Org form
Limited Liability Company
Filing date
2026-01-23
Disciplinary history
No
Services
Financial planningEducational seminars
All web addresses on file
- https://twitter.com/mikekellykfp
- https://www.linkedin.com/company/kellyfinancialplanning/
- https://www.facebook.com/profile.php?id=100001229456887
- https://www.youtube.com/@kellyfinancialplanning6754
- HTTPS://WWW.LINKEDIN.COM/IN/TMIKEKELLY
- HTTPS://KELLYFINANCIALPLANNING.COM
- https://www.facebook.com/kellyfinancialplanning
Official SEC filing: View on IAPD