Kelly Luethje (CRD# 6425128) is an Investment Advisor Representative working at Willow Planning Group, LLC in Holderness, NH and has over 9 years of experience in the finance industry. Kelly Luethje has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4761331
Edward Jones
CRD# 1132965
Lincoln Financial Advisors Corporation
CRD# 5831079
The Ivy League Advisory Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Willow Planning | Boston, MA | Nov 2014 - Current | 9 |
| Self Employed | Boston, MA | Jun 2014 - Nov 2014 | < 1 |
| Journey Financial Planners | Concord, MA | Oct 2012 - Jun 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2014 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CO
- MA
- NH
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Publication of periodicals or newsletters
- Educational seminars/workshops
CO, MA, NH
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