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Kelly Stewart

Whitaker-Myers Wealth Managers, Ltd.

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About Kelly Stewart

Kelly Stewart is an investment advisor representative with Whitaker-Myers Wealth Managers, Ltd. Kelly has been in the financial industry since 2021. She specializes in retirement planning, portfolio management, and estate planning. Kelly is registered with the states of Iowa and Ohio. In addition to Whitaker-Myers Wealth Managers, Ltd., Kelly was previously affiliated with N.I.S. FINANCIAL SERVICES, INC., Ozark National Life and KS Financial Services. Kelly Stewart is committed to providing her clients with personalized financial advice and guidance to help them reach their financial goals.

Firm Information

Kelly Stewart is currently registered with Whitaker-Myers Wealth Managers, Ltd.. Whitaker-Myers Wealth Managers, Ltd. is a financial advisory firm based in Mansfield, OH. They provide a variety of services including financial planning, pension consulting, selection of other advisers, and portfolio management for individuals. They manage over $513 million in assets for a range of clients, including individuals, high net worth individuals, charitable organizations, corporations, pension and profit sharing plans.
Whitaker-Myers Wealth Managers, Ltd.

1485 LEXINGTON AVE.

MANSFIELD, OH 44907

$513.03M

Assets Under Management

Not reported

Total Clients

11

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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 individuals

Personalized portfolio management to meet individual financial objectives.

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estate planning, bill pay services

Estate planning, bill pay services

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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fixed fees

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

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percentage of assets

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

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other

Selection of other advisers fees

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Kelly Stewart’s Registration & Firm History

IA

11/29/2024 - Present

Whitaker-Myers Wealth Managers, Ltd. (Davenport IA)

MO

09/30/2021 - 03/14/2023

N.I.S. FINANCIAL SERVICES, INC. (KANSAS CITY MO)

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Licenses & Designations

IA

Issued 05/10/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/19/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/30/2021

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 09/07/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kelly Stewart.
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