Unclaimed Profile

Kelly Jo Pargman

BSC PRIVATE WEALTH MANAGEMENT, LLC·ELGIN, Illinois

Series 65Clean record18 years registeredBSC PRIVATE WEALTH MANAGEMENT, LLC

1752 CAPITAL STREET, ELGIN, IL 60124CRD# 5126259Firm CRD# 139886

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kelly Jo Pargman · ELGIN, IL

Registration

CRD #5126259 · BSC PRIVATE WEALTH MANAGEMENT, LLC · 18 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BSC PRIVATE WEALTH MANAGEMENT, LLC

BSC PRIVATE WEALTH MANAGEMENT, LLC

Apr 2008 – Nov 2016

ELGIN, IL

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · April 21, 2008

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CLEARWATER CAPITAL ADVISORS, LLC

CRD 139886 · SEC 801-70905

AUM

$1.2B

Regulatory assets under management

Employees

2,482 client accounts

Services offered by CLEARWATER CAPITAL ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at CLEARWATER CAPITAL ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Kelly Jo Pargman offer?

Kelly Jo Pargman specializes in Financial Planning, Investment Management, Wealth Management.

What are Kelly Jo Pargman's credentials?

Kelly Jo Pargman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kelly Jo Pargman located?

Kelly Jo Pargman is based in ELGIN, Illinois, last registered with BSC PRIVATE WEALTH MANAGEMENT, LLC.

How does Kelly Jo Pargman charge for services?

Kelly Jo Pargman'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 BSC PRIVATE WEALTH MANAGEMENT, LLC?

BSC PRIVATE WEALTH MANAGEMENT, LLC has approximately 18 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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