Susan Jackson Kelly
Investment adviser representative at Tassel Capital Management, Inc
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$266MFirm 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
- Pension consulting
Experience
11 years in the industry.
- Tassel Capital Management, IncJan 2025 to now
- Tassel Capital Management, IncSep 2017 to Dec 2024
- UnemployedJun 2015 to Aug 2017
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (NC).
Tassel Capital Management, Inc
Legal name: Tassel Capital Management, Inc.
$266MAssets managed
245Clients
4Advisers
5 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
- 8108284
- Firm CRD
- 121112