Kelly Kay Larson
Investment adviser representative at Ele Advisory Services, Inc
11 yearsExperience
17 statesRegistered in
$136.5MFirm 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
- Seminars and workshops
Experience
11 years in the industry.
- Ele Advisory Services, Inc.Nov 2023 to now
- 1st Consumer Insurance AgencyAug 2023 to now
- Ele Wealth Solutions, Inc.Aug 2023 to now
- Financial Wealth Solutions, Inc.Aug 2023 to now
- Long Prairie SanitationMay 2022 to Jul 2023
- Hills Septic ServiceFeb 2017 to Mar 2022
- Kieffer SanitationJul 2015 to Jan 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 17 states (AL, AZ, CO, CT, FL, GA, IA, IL, KY, MN, MO, ND, OK, SD, TX, WI, WY).
Ele Advisory Services, Inc
$136.5MAssets managed
1,156Clients
13Advisers
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
- 7799322
- Firm CRD
- 148228