Be advised. This firm is no longer registered.

Kellam Financial Planning, Inc.

Kellam Financial Planning, Inc. (CRD# 123642) is a financial advisory firm headquartered in , . They manage $1,025,000 in 5 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    5
    ACCOUNTS
  • Average Account Value
    $205,000
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MI

Financial Advisors at Kellam Financial Planning, Inc.
No Advisor Found.
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