Kelly ElsensohnCRD Number: 5646181
Current Firm: Wealthsource®
Kelly Elsensohn (CRD# 5646181) is an Investment Advisor Representative working at Wealthsource® in Castle Rock, CO and has 1 year of experience in the finance industry. Kelly Elsensohn has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Motley Fool Wealth Management, LLC
Schaefer Financial Management, Inc.
|Wealthsource Partners, LLC||Castle Rock, CO||Jan 2021 - Current||2|
|Frontier Wealth Management, LLC||Lone Tree, CO||Jan 2015 - Jan 2021||6|
|Cpfa, Llc Dba Comprehensive Personal Financial Advisors||Greenwood Village, CO||Jan 2006 - Dec 2014||8|
Total Assets Under Management1,928MILLIONS
Total Number of Accounts5,116ACCOUNTS
Average Account Value$376,902
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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