Ryan Kelly (CRD# 7796050) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Hickory Hills, IL and has 1 year of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Foundations Investment Advisors, LLC | Hickory Hills, IL | Aug 2023 - Current | < 1 |
| Chicago Fire Department | Chicago, IL | Feb 2020 - Current | 4 |
| Cicero Fire Department | Cicero, IL | May 2021 - May 2022 | 1 |
| Foundations Investment Advisors | Scottsdale, AZ | Feb 2018 - Feb 2020 | 2 |
| Arizona State University | Tempe, AZ | Aug 2015 - May 2019 | 3 |
| Jimmy Johns | Tempe, AZ | Sep 2017 - Feb 2018 | < 1 |
| Stafford Tower Crane Of America | Phoenix, AZ | Sep 2016 - Mar 2017 | < 1 |
| St. Rita High School | Chicago, IL | Aug 2013 - Jun 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2023 |
- IL
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Total Assets Under Management5,442MILLIONS
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Total Number of Accounts42,079ACCOUNTS
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Average Account Value$129,332
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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