Kelly Henning (CRD# 6228401) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Westwood, NJ and has 1 year of experience in the finance industry. Kelly Henning 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# 5366446
Legacy Care Wealth, LLC
Score
107
CRD# 832532
Altium Wealth Management LLC
Score
107
CRD# 5973991
Cfs Investment Advisory Services LLC
Score
107
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Modera Wealth Management, LLC | Westwood, NJ | Jan 2014 - Current | 4 |
| Modera Wealth Management, LLC | Westwood, NJ | Apr 2011 - Jan 2014 | 2 |
| Modera Wealth Management, LLC | Westwood, NJ | Jan 2011 - Mar 2011 | < 1 |
| Modera, Inc. | Westwood, NJ | Jun 2009 - Dec 2010 | 1 |
| Lafayette College | Easton, PA | Aug 2008 - May 2009 | < 1 |
| Lafayette College | Easton, PA | Sep 2005 - May 2009 | 3 |
| Modera, Inc. | Old Tappan, NJ | Jan 2009 - Feb 2009 | < 1 |
| Greenbaum And Orecchio | Old Tappan, NJ | Jun 2008 - Aug 2008 | < 1 |
- NJ
-
Total Assets Under Management2,066MILLIONS
-
Total Number of Accounts5,440ACCOUNTS
-
Average Account Value$379,835
- 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
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CT, DC, FL, GA, IL, LA, MA, MD, ME, NC, NH, NJ, NY, OR, PA, SC, TX, UT, VA
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.