Kelsey Ann Kennedy
Investment adviser representative at Baker Tilly Wealth Management, LLC
13 yearsExperience
1 stateRegistered in
$5.2BFirm assets
6 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
- Seminars and workshops
Experience
13 years in the industry.
- Baker Tilly Advisory Group, LPAug 2025 to now
- Baker Tilly Wealth Management, LLCAug 2025 to now
- Kraft Asset Management, LLCFeb 2020 to now
- Brightchoice Financial LLCDec 2020 to Jan 2024
- UnemployedOct 2019 to Feb 2020
- The Avenue Wealth ManagementAug 2017 to Oct 2019
- Floyd County Tag Office/motor VehicleFeb 2017 to Jun 2017
- Mcdonald Wealth ManagementOct 2013 to Oct 2017
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (TN).
Baker Tilly Wealth Management, LLC
$5.2BAssets managed
753Clients
26Advisers
6 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
- 6260989
- Firm CRD
- 167811