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KELLY FINANCIAL PLANNING, LLC

CRD 287569

Visit website

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

Official SEC filing: View on IAPD