Stephanie
Kelly
Adg Wealth Management Group, LLC
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About this Advisor
Stephanie Kelly is a financial advisor based in Metairie, Louisiana, working with Adg Wealth Management Group, LLC. Stephanie has previously held positions at James W Olsen CFP®, Crown Capital Securities Lp, Lpl Financial, LLC, Adg Wealth Management Group, LLC, Triad Advisors, and Gwm Advisors, LLC. Stephanie has passed the Series 66 regulatory exam and is registered to provide services in Louisiana. Currently, Stephanie is part of Adg Wealth Management Group, LLC, which operates out of Metairie, Louisiana. The firm has 5 employees and manages assets totaling $279.1 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Adg Wealth Management Group, LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Adg Wealth Management Group, LLC Brokerage Details
$279,123,660
5
1,218
$229,166
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Stephanie Kelly Work History
Adg Wealth Management Group, LLC
Triad Advisors
Lpl Financial, LLC
Gwm Advisors, LLC
Crown Capital Securities Lp
James W Olsen CFP®
Disclosures
Please visit the SEC profile of Stephanie Kelly to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Adg Wealth Management Group, LLC
Metairie, LA
Metairie, LA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
