Unclaimed Profile

Kalie Renee Mccollaugh

FIVE ELMS CAPITAL MANAGEMENT, LLC·PRAIRIE VILLAGE, Kansas

Clean recordFIVE ELMS CAPITAL MANAGEMENT, LLC

3500 W 75TH ST, PRAIRIE VILLAGE, KS 66208CRD# 6715302Firm CRD# 163548

Profile Verification

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

Identity

Kalie Renee Mccollaugh · PRAIRIE VILLAGE, KS

Registration

CRD #6715302 · FIVE ELMS CAPITAL MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Kalie Renee Mccollaugh is a registered financial advisor based in PRAIRIE VILLAGE, Kansas, affiliated with FIVE ELMS CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

FIVE ELMS CAPITAL MANAGEMENT, LLC

FIVE ELMS CAPITAL

AUM

$2.4B

Regulatory assets under management

Employees

Total firm employees

View all advisors at FIVE ELMS CAPITAL MANAGEMENT, LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 6715302

Firm CRD# 163548

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Kalie Renee Mccollaugh offer?

Kalie Renee Mccollaugh specializes in Retirement Planning. Contact their office in PRAIRIE VILLAGE, Kansas for a consultation.

What are Kalie Renee Mccollaugh's credentials?

Kalie Renee Mccollaugh is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kalie Renee Mccollaugh located?

Kalie Renee Mccollaugh is based in PRAIRIE VILLAGE, Kansas, working with FIVE ELMS CAPITAL MANAGEMENT, LLC. Their office serves clients in the PRAIRIE VILLAGE metropolitan area and surrounding communities.

How does Kalie Renee Mccollaugh charge for services?

Kalie Renee Mccollaugh'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 FIVE ELMS CAPITAL MANAGEMENT, LLC?

FIVE ELMS CAPITAL MANAGEMENT, LLC has approximately 55 employees and manages $2.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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