Michael Kelnosky, financial advisor Webster Groves MO

Michael Kelnosky

CRD Number: 4273896
Current Firm: Confluence Investment Management LLC

Michael Kelnosky (CRD# 4273896) is an Investment Advisor Representative working at Confluence Investment Management LLC in Webster Groves, MO and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Confluence Investment Mangagement LLC Webster Groves, MO Jul 2020 - Current < 1
Sabatical Chicago, IL Mar 2020 - Jul 2020 < 1
Tortoise Credit Strategies, LLC Leawood, KS Jun 2016 - Mar 2020 3
Bradford & Marzec LLC Los Angeles, CA Aug 2010 - Jun 2016 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2000
S65 NASAA Investment Advisors Law Examination May 2001
Contact Info for Michael J. Kelnosky
Phone Number: 314-743-5090
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    7,025
    MILLIONS
  • Total Number of Accounts
    19,350
    ACCOUNTS
  • Average Account Value
    $363,033
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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