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Sean Lawrence Kelly

Kelly Wealth Management, Inc.

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About Sean Lawrence Kelly

Sean Kelly is a registered investment advisor with Kelly Wealth Management, Inc. Sean is a Michigan Registered Investment Advisor Representative. Sean has 1 state exam and is registered in Michigan. Sean has been in the financial services industry since 2023. Sean specializes in financial planning, education seminars, and selection of other advisors for individuals.

Firm Information

Sean Kelly is currently registered with Kelly Wealth Management, Inc.. Kelly Wealth Management, Inc. is a registered investment adviser based in Southfield, Michigan. The firm manages approximately $112,692,652 in assets for 815 clients. They offer financial planning, portfolio management for individuals, and educational seminars. The firm primarily serves individuals, with a total of 380 clients. They also offer a wrap fee program. You can reach them at their website, https://www.kellycapitalpartners.com/.
Kelly Wealth Management, Inc.

29100 NORTHWESTERN HIGHWAY

SOUTHFIELD, MI 48034

$112.69M

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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.

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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Sean Kelly’s Registration & Firm History

MI

01/01/2025 - Present

Kelly Wealth Management, Inc. (SOUTHFIELD MI)

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Licenses & Designations

IA

Issued 08/24/2022

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Sean Lawrence Kelly.
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