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Kelly Michael Elsensohn

Crusonia Wealth Advisors LLC

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About Kelly Michael Elsensohn

Kelly Michael Elsensohn is a Certified Financial Planner® with over 17 years of experience in the financial services industry. Kelly is currently a Registered Investment Advisor representative with Crusonia Wealth Advisors LLC and has previously worked with CPFA, LLC DBA COMPREHENSIVE PERSONAL FINANCIAL ADVISORS, FRONTIER WEALTH MANAGEMENT, LLC, and WEALTHSOURCE PARTNERS, LLC. Kelly holds licenses to provide financial advice in Colorado and Texas. Kelly Michael Elsensohn specializes in providing financial planning services for individuals and families, including portfolio management, retirement planning, and estate planning. Kelly also provides financial planning services for businesses, including investment management and succession planning. Kelly is committed to providing her clients with personalized financial advice and helping them achieve their financial goals.

Firm Information

Kelly Elsensohn is currently registered with Crusonia Wealth Advisors LLC. Crusonia Wealth Advisors LLC is a Denver, CO-based registered investment advisor with approximately $152.4 million in regulatory assets under management. They offer a range of financial advisory services, including financial planning, portfolio management for individuals and businesses, and selection of other advisors. The firm primarily serves high-net-worth individuals and individuals other than high-net-worth.
Crusonia Wealth Advisors LLC

200 FILLMORE ST

DENVER, CO 80206

$152.40M

Assets Under Management

Not reported

Total Clients

2

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.

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financial planning services

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

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Kelly Elsensohn’s Registration & Firm History

CO

03/13/2024 - Present

Crusonia Wealth Advisors LLC (CASTLE ROCK CO)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kelly Michael Elsensohn.
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