Kelly Ann Mcshane
Investment adviser representative at Chicory Wealth
13 yearsExperience
1 stateRegistered in
$840.4MFirm assets
8 yearsFirm in business
Are you Kelly Ann Mcshane? 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
Experience
13 years in the industry.
- Chicory WealthJun 2026 to now
- Kamm Creative LLCSep 2013 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (IL).
Chicory Wealth
Legal name: M. Kulyk & Associates, LLC
$840.4MAssets managed
549Clients
16Advisers
8 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
- 8295747
- Firm CRD
- 290887