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Kelly James Klusman

OWLFI RIA LLC·LENEXA, Kansas
Clean recordOWLFI RIA LLC
8725 ROSEHILL, LENEXA, KS 66215CRD# 7319468Firm CRD# 311854

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kelly James Klusman · LENEXA, KS
Registration
CRD #7319468 · OWLFI RIA LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Kelly James Klusman is a registered financial advisor based in LENEXA, Kansas, affiliated with OWLFI RIA 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
Introduction

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03

Firm Overview

Firm
OWLFI RIA LLC
OWLFI
AUM
$125M
Regulatory assets under management
Employees
17
Total firm employees
View all advisors at OWLFI RIA LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 7319468
Firm CRD# 311854
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kelly James Klusman offer?
Kelly James Klusman specializes in Financial Planning, Investment Management. Contact their office in LENEXA, Kansas for a consultation.
What are Kelly James Klusman's credentials?
Kelly James Klusman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kelly James Klusman located?
Kelly James Klusman is based in LENEXA, Kansas, working with OWLFI RIA LLC. Their office serves clients in the LENEXA metropolitan area and surrounding communities.
How does Kelly James Klusman charge for services?
Kelly James Klusman'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 OWLFI RIA LLC?
OWLFI RIA LLC has approximately 17 employees and manages $125M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at OWLFI RIA LLC

Elizabeth Ansley Cutler
LENEXA, KS
Elliot Thomas Omanson
LENEXA, KS
Jake Floyd Mellor
LENEXA, KS
Mark Edward Stratton
LENEXA, KS

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Research
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