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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Jeanne Hokanson is a financial advisor with The Colony Group, LLC. Kelly has been in the financial industry for over 20 years. Kelly is a Certified Financial Planner and holds Series 6, 7, 63 and 65 licenses. Kelly has worked with a number of clients, including high-net-worth individuals, families, trusts and charitable organizations. Kelly also has experience working with individuals, families and businesses in a range of areas such as financial planning, retirement planning, college savings, estate planning and insurance planning.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
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2
MO
07/01/2024 - Present
THE Colony Group, LLC (KANSAS CITY MO)
KS
04/03/2001 - 04/12/2013
SUNSET FINANCIAL SERVICES, INC. (PRAIRIE VILLAGE KS)
NY
11/13/2000 - 04/03/2001
NEW ENGLAND SECURITIES (NEW YORK NY)
IA
Issued 06/02/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/03/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/22/2002
Series 7 - General Securities Representative Examination
BC
Issued 11/10/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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