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Kelly Shurman Cardwell

CENTRAL SQUARE MANAGEMENT LLC·NAPERVILLE, Illinois
Clean recordCENTRAL SQUARE MANAGEMENT LLC
1813 N MILL STREET, NAPERVILLE, IL 60563-4872CRD# 2698907Firm CRD# 160702

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kelly Shurman Cardwell · NAPERVILLE, IL
Registration
CRD #2698907 · CENTRAL SQUARE MANAGEMENT LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Kelly Shurman Cardwell is a registered financial advisor based in NAPERVILLE, Illinois, affiliated with CENTRAL SQUARE MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
CENTRAL SQUARE MANAGEMENT LLC
CENTRAL SQUARE MANAGEMENT LLC
AUM
$87M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at CENTRAL SQUARE MANAGEMENT LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2698907
Firm CRD# 160702
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kelly Shurman Cardwell offer?
Kelly Shurman Cardwell specializes in Retirement Planning. Contact their office in NAPERVILLE, Illinois for a consultation.
What are Kelly Shurman Cardwell's credentials?
Kelly Shurman Cardwell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kelly Shurman Cardwell located?
Kelly Shurman Cardwell is based in NAPERVILLE, Illinois, working with CENTRAL SQUARE MANAGEMENT LLC. Their office serves clients in the NAPERVILLE metropolitan area and surrounding communities.
How does Kelly Shurman Cardwell charge for services?
Kelly Shurman Cardwell's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CENTRAL SQUARE MANAGEMENT LLC?
CENTRAL SQUARE MANAGEMENT LLC has approximately 2 employees and manages $87M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CENTRAL SQUARE MANAGEMENT LLC

Parul M Patel
NAPERVILLE, IL

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