Kelsey Marie Flannery
Investment adviser representative at Bahl & Gaynor LLC
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$21BFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Bahl & Gaynor Inc.Aug 2021 to now
- Huntington National BankSep 2017 to Aug 2021
- UnemployedApr 2017 to Sep 2017
- Von Lehman & Co.Jan 2017 to Apr 2017
- UnemployedMay 2015 to Jan 2017
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (KY, OH).
Bahl & Gaynor LLC
$21BAssets managed
889Clients
26Advisers
36 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
- 6706722
- Firm CRD
- 106139