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Kelly Melissa Christopher

SIGNIFICANT WEALTH PARTNERS LLC·CARY, Illinois
Clean recordSIGNIFICANT WEALTH PARTNERS LLC
117 W. MAIN ST., CARY, IL 60013CRD# 6000499Firm CRD# 293060

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kelly Melissa Christopher · CARY, IL
Registration
CRD #6000499 · SIGNIFICANT WEALTH PARTNERS LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Kelly Melissa Christopher is a registered financial advisor based in CARY, Illinois, affiliated with SIGNIFICANT WEALTH PARTNERS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
SIGNIFICANT WEALTH PARTNERS LLC
SIGNIFICANT WEALTH PARTNERS LLC
AUM
$210M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at SIGNIFICANT WEALTH PARTNERS LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6000499
Firm CRD# 293060
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kelly Melissa Christopher offer?
Kelly Melissa Christopher specializes in Financial Planning, Investment Management. Contact their office in CARY, Illinois for a consultation.
What are Kelly Melissa Christopher's credentials?
Kelly Melissa Christopher is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kelly Melissa Christopher located?
Kelly Melissa Christopher is based in CARY, Illinois, working with SIGNIFICANT WEALTH PARTNERS LLC. Their office serves clients in the CARY metropolitan area and surrounding communities.
How does Kelly Melissa Christopher charge for services?
Kelly Melissa Christopher'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 SIGNIFICANT WEALTH PARTNERS LLC?
SIGNIFICANT WEALTH PARTNERS LLC has approximately 7 employees and manages $210M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SIGNIFICANT WEALTH PARTNERS LLC

Stephen Richard Smith
CARY, IL

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Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Illinois
CHICAGO (3944)OAK BROOK (135)NAPERVILLE (120)NORTHBROOK (119)EVANSTON (103)DOWNERS GROVE (83)ROCKFORD (70)WHEATON (68)SPRINGFIELD (68)OAKBROOK TERRACE (66)
City Guides
CHICAGO GuideOAK BROOK GuideNAPERVILLE GuideNORTHBROOK GuideEVANSTON Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
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