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Diane Unwin Kelvie

HEWINS FINANCIAL ADVISORS, LLC·REDWOOD CITY, California
Clean recordHEWINS FINANCIAL ADVISORS, LLC
203 REDWOOD SHORES PARKWAY, REDWOOD CITY, CA 94065CRD# 6138499Firm CRD# 109983

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Diane Unwin Kelvie · REDWOOD CITY, CA
Registration
CRD #6138499 · HEWINS FINANCIAL ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Diane Unwin Kelvie is a registered financial advisor based in REDWOOD CITY, California, affiliated with HEWINS FINANCIAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
WIPFLI FINANCIAL ADVISORS, LLC
WIPFLI FINANCIAL ADVISORS, LLC
AUM
$5.1B
Regulatory assets under management
Employees
118
Total firm employees
View all advisors at WIPFLI FINANCIAL ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6138499
Firm CRD# 109983
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Diane Unwin Kelvie offer?
Diane Unwin Kelvie specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in REDWOOD CITY, California for a consultation.
What are Diane Unwin Kelvie's credentials?
Diane Unwin Kelvie is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Diane Unwin Kelvie located?
Diane Unwin Kelvie is based in REDWOOD CITY, California, working with HEWINS FINANCIAL ADVISORS, LLC. Their office serves clients in the REDWOOD CITY metropolitan area and surrounding communities.
How does Diane Unwin Kelvie charge for services?
Diane Unwin Kelvie's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HEWINS FINANCIAL ADVISORS, LLC?
HEWINS FINANCIAL ADVISORS, LLC has approximately 118 employees and manages $5.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at HEWINS FINANCIAL ADVISORS, LLC

Connie Marie Redman
MILWAUKEE, WI
Julie Rae Nichols
MILWAUKEE, WI

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