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Louis Rudolph Kelmanson

Clearleaf

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About Louis Rudolph Kelmanson

Louis Kelmanson is an investment advisor representative with Clearleaf, registered in Kentucky and Florida. Louis has been in the industry since March 2013 and has a Series 65 license. Louis is also involved in other businesses, including Kelmanson Holdings, LLC, Purestone Loan Services LLC, Vicandy Properties, LLC and LPAK Holdings, LLC. Louis is a co-founder and co-managing member of Clearleaf Capital LLC through LPAK Holdings, LLC.

Firm Information

Louis Kelmanson is currently registered with Clearleaf. Clearleaf is an investment advisor with two investment adviser representatives. They manage $44,841,442 in assets for 1 pooled investment vehicle. Their advisory services include portfolio management for pooled investment vehicles.

$44.84M

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.

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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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Louis Kelmanson’s Registration & Firm History

KY

07/23/2021 - Present

Clearleaf (LOUISVILLE KY)

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Licenses & Designations

IA

Issued 08/07/2020

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Louis Rudolph Kelmanson.
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