Kelly Stanley (CRD# 5582143) is an Investment Advisor Representative working at Cogent Strategic Wealth LLC in Chicago, IL and has over 15 years of experience in the finance industry. Kelly Stanley 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# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cogent Strategic Wealth | Chicago, IL | Jul 2015 - Current | 8 |
| Cetera Advisors LLC | Denver, CO | Jan 2012 - Jul 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2008 |
- IL
-
Total Assets Under Management250MILLIONS
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Total Number of Accounts424ACCOUNTS
-
Average Account Value$589,954
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
IL, UT
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