Kelly Foss-root
Investment adviser representative at Measured Wealth Private Client Group, LLC
9 yearsExperience
1 stateRegistered in
$528.3MFirm assets
12 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
9 years in the industry.
- Measured Wealth Private Client Group, LLCJun 2013 to now
- Ifs SecuritiesDec 2016 to Nov 2019
- H. Beck, Inc.Jun 2010 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law2000
State registrations
Registered as an investment adviser representative in 1 state (ME).
Measured Wealth Private Client Group, LLC
$528.3MAssets managed
638Clients
10Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3072553
- Firm CRD
- 170442