Kelly Trageser
CRD Number: 3078771Current Firm: Sea Clear Financial Planning, LLC
Compensation Model: Fee Only
Kelly Trageser (CRD# 3078771) is an Investment Advisor Representative working at Sea Clear Financial Planning, LLC in Sea Girt, NJ and has 5 years of experience in the finance industry. Kelly Trageser 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 putclients' interests first and comply with the Financial Planning Practice Standards.
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| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sea Clear Financial Planning, LLC | Sea Girt, NJ | Jan 2012 - Current | 12 |
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Total Assets Under Management40MILLIONS
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Total Number of Accounts78ACCOUNTS
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Average Account Value$510,953
- 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
NJ
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