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Kelli B Send

FRANCIS LLC·BROOKFIELD, Wisconsin
Unclaimed Profile
19435 W. CAPITOL DRIVE, BROOKFIELD, WI 53045CRD# 1738572Firm CRD# 130687
01

About

Kelli B Send is a registered financial advisor based in BROOKFIELD, Wisconsin, affiliated with FRANCIS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties

Specialties will be added during profile enrichment.

Client Types
Nonprofits & Foundations
03

Firm Overview

Firm
FRANCIS LLC
FRANCIS INVESTMENT COUNSEL LLC
AUM
—
Regulatory assets under management
Employees
22
Total firm employees
View all advisors at FRANCIS LLC →
Services
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Other
04

Background

Compensation
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1738572
Firm CRD# 130687
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kelli B Send offer?
Kelli B Send is a registered financial advisor in BROOKFIELD, Wisconsin. Contact their office for details on services offered.
What are Kelli B Send's credentials?
Kelli B Send is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kelli B Send located?
Kelli B Send is based in BROOKFIELD, Wisconsin, working with FRANCIS LLC. Their office serves clients in the BROOKFIELD metropolitan area and surrounding communities.
How does Kelli B Send charge for services?
Kelli B Send's firm is compensated through hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FRANCIS LLC?
FRANCIS LLC has approximately 22 employees. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Wisconsin
MILWAUKEE (515)MADISON (242)GREEN BAY (92)APPLETON (83)WAUKESHA (77)
City Guides
MILWAUKEE GuideMADISON GuideGREEN BAY GuideAPPLETON GuideWAUKESHA Guide
Research
Advisor Fees in WisconsinNational Fee Analysis
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