Joseph
Henninger
The Kelly Group
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About this Advisor
Joseph Henninger is a certified financial planner who works out of Bel Air, Maryland with 3 years of industry experience. Henninger is on the advisory team at The Kelly Group. Throughout their career, they have worked at Cambridge Investment Research, Inc, The Kelly Group, Stone Grille And Taphouse and The Olive Garden. Henninger is approved to operate in California, Delaware, Florida, Maryland, North Carolina, Pennsylvania, South Carolina and Virginia. The Kelly Group is a firm that has its headquarters in Bel Air, MD. It has offices in two locations and a total of 21 employees. It handles $682 million in total assets across its 1,028 accounts, placing it among the bigger firms in the United States by assets under management. The firm provides financial advisory services to six charities and foundations. Of its 1,028 client accounts, 18% are held by high-net-worth clients who have more than $1 million in assets available to invest. The advisory firm has a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial management depend on which services the firm provides the client. Fees charged by The Kelly Group likely consist of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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The Kelly Group Brokerage Details
$682,137,668
21
1,028
$663,558
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Joseph Henninger Work History
Joseph has been registered as a financial advisor for 3 years.*
The Kelly Group
Cambridge Investment Research, Inc
Stone Grille And Taphouse
The Olive Garden
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Joseph Henninger 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 The Kelly Group
Bel Air, MD
Bel Air, MD
Bel Air, MD
Bel Air, MD
Bel Air, MD
Blacksburg, VA
Bel Air, MD
Bel Air, MD
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
