Seth Alan Kelly
Investment adviser representative at Core Planning
22 yearsExperience
1 stateRegistered in
CFADesignation
$525MFirm assets
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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
Experience
22 years in the industry.
- Core Planning, LLC.Dec 2021 to now
- Modot & Patrol Employees' Retirement SystemJun 2021 to now
- Pennsylvania State Employees Retirement SystemAug 2020 to Jun 2021
- Not EmployedDec 2019 to Aug 2020
- Missouri State Employees Retirement SystemApr 2004 to Dec 2019
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (MO).
Core Planning
Legal name: Core Planning, LLC
$525MAssets managed
867Clients
59Advisers
1 yearIn 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
- 3277019
- Firm CRD
- 154660