linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Kelly Lavieri Palmer

THE Wealthy Parent

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Kelly? Claim Your Profile

About Kelly Lavieri Palmer

Kelly Lavieri Palmer is a financial advisor with The Wealthy Parent and Nectarine. Kelly has been in the industry for over 10 years, and has extensive experience providing financial planning services to individuals, families, and businesses. Kelly is a Chartered Financial Analyst, and has a strong understanding of financial markets and investment strategies. Kelly is committed to providing personalized advice and helping clients reach their financial goals. Kelly is registered with the state of Illinois and also has a registration in Texas.

Firm Information

Kelly Palmer is currently registered with THE Wealthy Parent. THE Wealthy Parent is a financial planning firm that specializes in helping families achieve financial freedom. They offer educational seminars and financial planning services. They are based in the United States and have one investment advisor representative.

Not reported

Assets Under Management

6

Total Clients

1

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Kelly Palmer’s Registration & Firm History

IL

01/03/2025 - Present

THE Wealthy Parent (CHICAGO IL)

Not sure if Kelly Lavieri Palmer is right for you?

Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kelly Lavieri Palmer.
Not sure if Kelly Lavieri Palmer is right for you?