Unclaimed Profile

Kelly Michael Kuennen

ELLSWORTH ADVISORS, LLC·HUDSON, Ohio

SIE, Series 7, Series 31, Series 63, Series 65CFPClean record26 years registeredELLSWORTH ADVISORS, LLC

1764 GEORGETOWN ROAD, HUDSON, OH 44236CRD# 2346668Firm CRD# 297464

Profile Verification

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

Identity

Kelly Michael Kuennen · HUDSON, OH

Registration

CRD #2346668 · ELLSWORTH ADVISORS, LLC · 26 years registered

Brand Profile

Not yet started

Career History

ELLSWORTH ADVISORS, LLC

Sep 2018 – present

LPL FINANCIAL LLC

Jan 2015 – Sep 2018

HUDSON, OH

STRATOS WEALTH PARTNERS, LTD

Jan 2015 – Sep 2018

HUDSON, OH

MORGAN STANLEY

Sep 2009 – Jan 2015

HUDSON, OH

ROBERT W. BAIRD & CO. INCORPORATED

Jan 2004 – Oct 2009

CLEVELAND, OH

AMERICAN EXPRESS FINANCIAL ADVISORS, INC.

Sep 1999 – Feb 2004

CLEVELAND, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 31

Series 63

Series 65

Registration record

First registered · September 18, 1999

Years registered · 26

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ELLSWORTH ADVISORS, LLC

CRD 297464 · SEC 801-113634

AUM

$914M

Regulatory assets under management

Employees

1,500 client accounts

Services offered by ELLSWORTH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ELLSWORTH ADVISORS, LLC →

Introduction

Speak with Kelly

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Kelly is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in HUDSON?

Browse all registered financial advisors in HUDSON, Ohio or claim this profile if it's yours.

Browse HUDSON Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Kelly Michael Kuennen offer?

Kelly Michael Kuennen specializes in Financial Planning, Investment Management. Contact their office in HUDSON, Ohio for a consultation.

What are Kelly Michael Kuennen's credentials?

Kelly Michael Kuennen holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Kelly Michael Kuennen located?

Kelly Michael Kuennen is based in HUDSON, Ohio, working with ELLSWORTH ADVISORS, LLC. Their office serves clients in the HUDSON metropolitan area and surrounding communities.

How does Kelly Michael Kuennen charge for services?

Kelly Michael Kuennen's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ELLSWORTH ADVISORS, LLC?

ELLSWORTH ADVISORS, LLC has approximately 13 employees and manages $914M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →