Unclaimed Profile

Lauren Marie Kelly

BLUEPOINT INVESTMENT COUNSEL, LLC·MADISON, Wisconsin

SIE, Series 7, Series 31, Series 63Clean record21 years registeredBLUEPOINT INVESTMENT COUNSEL, LLC

22 E MIFFLIN ST, MADISON, WI 53703CRD# 3244983Firm CRD# 160298

Profile Verification

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

Identity

Lauren Marie Kelly · MADISON, WI

Registration

CRD #3244983 · BLUEPOINT INVESTMENT COUNSEL, LLC · 21 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BLUEPOINT INVESTMENT COUNSEL, LLC

BLUEPOINT INVESTMENT COUNSEL, LLC

Apr 2013 – Mar 2019

MADISON, WI

MORGAN STANLEY SMITH BARNEY LLC

Jun 2009 – Jul 2012

MADISON, WI

CITIGROUP GLOBAL MARKETS INC.

May 2005 – Jun 2009

MADISON, WI

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 31

Series 63

Registration record

First registered · May 3, 2005

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BLUEPOINT INVESTMENT COUNSEL, LLC

CRD 160298 · SEC 801-73033

AUM

$125M

Regulatory assets under management

Employees

162 client accounts

Services offered by BLUEPOINT INVESTMENT COUNSEL, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at BLUEPOINT INVESTMENT COUNSEL, LLC →

Introduction

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Frequently Asked Questions

What services does Lauren Marie Kelly offer?

Lauren Marie Kelly specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management.

What are Lauren Marie Kelly's credentials?

Lauren Marie Kelly is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Lauren Marie Kelly located?

Lauren Marie Kelly is based in MADISON, Wisconsin, last registered with BLUEPOINT INVESTMENT COUNSEL, LLC.

How does Lauren Marie Kelly charge for services?

Lauren Marie Kelly'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 BLUEPOINT INVESTMENT COUNSEL, LLC?

BLUEPOINT INVESTMENT COUNSEL, LLC has approximately 4 employees and manages $125M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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