Kelly Kuennen, financial advisor Hudson OH

Kelly Kuennen

CRD Number: 2346668
Current Firm: Ellsworth Advisors, LLC

Kelly Kuennen (CRD# 2346668) is an Investment Advisor Representative working at Ellsworth Advisors, LLC in Hudson, OH and has over 29 years of experience in the finance industry. Kelly Kuennen 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.

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Professional Designations
Company Name Location Dates Years
Ellsworth Advisors, LLC Hudson, OH May 2018 - Current 5
Lpl Financial Hudson, OH Jan 2015 - Sep 2018 3
Stratos Wealth Partners Hudson, OH Jan 2015 - Sep 2018 3
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Jan 2015 < 1
Morgan Stanley Hudson, OH Oct 2009 - Jan 2015 5
Morgan Stanley Smith Barney Akron, OH Sep 2009 - Jan 2015 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1994
S65 NASAA Investment Advisors Law Examination Feb 2007
Contact Info for Kelly M. Kuennen
Phone Number: (234) 200-0703
Registered State(s):
  • OH
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States


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