This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-28-2022
- Office Locations
- 1
Office Locations
About Kelly Klingaman Financial Planning LLC
Kelly Klingaman Financial Planning (KKFP) provides ongoing financial planning with investment management for high-achieving professional women and dual-career couples, especially early- to mid-career families in finance and tech. The firm delivers one-on-one, jargon-free guidance and portfolio allocation using public funds and ETFs. A differentiator for partners: founder-led CFP®/RLP® practice built from prior investment management sales experience, custodied on Altruist.
Team overview
Insights
Asset Classes
CRM
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
KELLY MICHELLE KLINGAMAN
Chief Compliance Officer, Financial Planner, Founder, President
- CRD
- #5983833
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,825,636 | -- |
| Non-Discretionary | $0 | -- |
| Total | $15,825,636 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
Continue browsing