Kelly Anne Eldridge
Investment adviser representative at Professional Planning & Wealth
18 yearsExperience
2 statesRegistered in
$0Firm assets
Under 1 yearFirm in business
Are you Kelly Anne Eldridge? Claim your profile
Contact this firm
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
- Pension consulting
Experience
18 years in the industry.
- Professional Planning & WealthOct 2026 to now
- Osaic Wealth, Inc.Aug 2024 to Oct 2026
- Triad Hybrid SolutionsJun 2020 to Oct 2026
- Triad AdvisorsJun 2020 to Aug 2024
- Raymond James Financial Services, Inc.Sep 2018 to Jun 2020
- Edward Storer & AssociatesDec 2008 to Sep 2018
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (SC, TX).
Professional Planning & Wealth
Legal name: Professional Planning & Wealth, LLC
$0Assets managed
0Clients
4Advisers
Under 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
- 7013503
- Firm CRD
- 342089