Mark C. Kelly

KAWG&F FINANCIAL PLANNING GROUP LLC

BEL AIR, MD 21014

Some features on this profile are disabled

CRD#: 4921617

Professional summary

Mark Curtis Kelly, who also goes by Mark C Kelly, is a registered financial advisor currently at KAWG&F FINANCIAL PLANNING GROUP LLC located in Bel Air, Maryland.

Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Mark has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Mark C Kelly

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.

NAME OF OTHER BUSINESS: KAWG&F, PA; ADDRESS: 9690 DEERECO ROAD, SUITE 500, TIMONIUM, MD 21093; NATURE OF OTHER BUSINESS: CERTIFIED PUBLIC ACCOUNTANTS AND CONSULTANTS; POSITION AND TITLE: CERTIFIED PUBLIC ACCOUNTANT; START DATE OF THE RELATIONSHIP: 6/19/79; APPROXIMATE NUMBER OF HOURS/MONTH DEVOTED TO: 190 NUMBER OF HOURS DEVOTED TO OTHER BUSINESS DURING SECURITIES TRADING HOURS: 171 PER MONTH; DUTIES RELATING TO OTHER BUSINESS: PROVIDE ACCOUNTING AND CONSULTING SERVICES TO CLIENTS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Curtis Kelly'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®

None

Experience

Current

April 12, 2005 - Present

KAWG&F FINANCIAL PLANNING GROUP LLC

Office #1: 26 South Main Street, Bel Air, MD 21014

RIA

CRD#: 131318

BEL AIR, MD

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

Maryland
(4/12/2005)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

KAWG&F FINANCIAL PLANNING GROUP LLC

KATZ, ABOSCH, WINDESHEIM, GERSHMAN & FREEDMAN, P.A. | KAWG&F FINANCIAL PLANNING GROUP LLC | KAWG & F

CRD#: 131318 / SEC#:

Maryland

Registered Investment Advisory firm - (4/12/2005 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

Suite 500 9690 Deereco Road, Timonium, MD 21093

Mailing Address

Phone number

(410) 828-2727

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Lawrence Leitch

LPL FINANCIAL LLC

IAR

TOWSON, MD

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Mark C. Kelly

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Curtis Kelly's CRS (Customer Relationship Summary).

Certified licenses

Experience

KAWG&F FINANCIAL PLANNING GROUP LLC

State Registrations and Notice Filings

Exams

Current Firm

KAWG&F FINANCIAL PLANNING GROUP LLC

Contact information

Documents

Red Flags

Company Information

KAWG&F FINANCIAL PLANNING GROUP LLC

TRUST BUT VERIFY

Similar Advisors