Kelly L. Trageser
SEA CLEAR FINANCIAL PLANNING
BRIELLE, NJ 08730
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CRD#: 3078771
Professional summary
Kelly Lynn Trageser, CFP®, who also goes by Kelly Lynn Mcilwain, is a registered financial advisor currently at SEA CLEAR FINANCIAL PLANNING, LLC located in Brielle, New Jersey.
Kelly is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Kelly has worked at 1 firm .
Biography
Kelly L. Trageser is a CFP(r) and has an MBA in Finance. She has over 20 years experience in the financial services industry. She is the Principal of Sea Clear Financial Planning, LLC, an independent fee-only financial planning and investment management firm located in Sea Girt, NJ.
Education:
B.A in Economics from Bucknell University in Lewisburg, PA
MBA in Finance from the Lubin School of Business at Pace University in NYC
Certificate in Financial Planning from Fairleigh Dickinson University in Madison, NJ
Successfully passed the CFP(r) exam and earned the right to use the CFP(r) marks of distinction
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
Retirement Planning
Employee and Employer Plan Ben...
Estate Planning
Insurance Planning
Investment Planning
Tax Planning
Education Planning
Do you have an area of expertise or specialization?
College/Education Planning
Estate & Generational Planning...
High Net Worth Client Needs
Investment Advice with Ongoing...
Retirement Planning & Distribu...
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes
Aliases
Kelly Lynn Mcilwain
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Kelly Lynn Trageser's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2011
Experience
Current
February 10, 2012 - Present
SEA CLEAR FINANCIAL PLANNING, LLC
Office #1: 1027 Highway 70 Suite 302, Brielle, NJ 08730RIA
CRD#: 160133
BRIELLE, NJ
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
New Jersey(2/10/2012)
Exams
Current Firm
SEA CLEAR FINANCIAL PLANNING, LLC
SEA CLEAR FINANCIAL PLANNING, LLC | TRAGESER, KELLY LYNN | SEACLEAR FINANCIAL PLANNING, LLC
CRD#: 160133 / SEC#:
New Jersey
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Contact information
Main Address
1027 Highway 70 Suite 302, Brielle, NJ 08730
Mailing Address
Phone number
(732) 580-8039
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 80 |
| AUM (Assets Under Management) | $ 50,910,000 |
Red Flags
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Company Information
SEA CLEAR FINANCIAL PLANNING, LLC
CRD#: 160133Brielle, NJ 08730TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
