Kelly M. Elsensohn

CRUSONIA WEALTH ADVISORS LLC

CASTLE ROCK, CO 80104

Some features on this profile are disabled

CRD#: 5646181

Professional summary

Kelly Michael Elsensohn, CFP® is a registered financial advisor currently at CRUSONIA WEALTH ADVISORS LLC located in Castle Rock, Colorado.

Kelly is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Kelly has worked at 4 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

ELSENSOHN & ASSOCIATES, P.C.; NOT INVESTMENT RELATED; 509 WILCOX STREET, SUITE 107 CASTLE ROCK, COLORADO 80104; PUBLIC ACCOUNTING FIRM; OWNER AND CPA; SEPTEMBER 3, 2003 START DATE; 100 HOURS/MONTH DEVOTED BETWEEN FEBRUARY AND APRIL, OTHERWISE 20 HOURS/MONTH DEVOTED; 20 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS BETWEEN FEBRUARY AND APRIL, OTHERWISE 0 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; BOOKKEEPING, TAX PLANNING, TAX PREPARATION, TAX FILING, AND ALL OPERATIONAL DUTIES.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kelly Michael Elsensohn's CRS (Customer Relationship Summary).

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^®

Certified Financial Planner

Start date: 2009

Experience

Current

March 13, 2024 - Present

CRUSONIA WEALTH ADVISORS LLC

Office #1: 509 Wilcox Street Suite 107, Castle Rock, CO 80104Office #2: 333 Perry Street Suite 306, Castle Rock, CO 80104

RIA

CRD#: 330057

CASTLE ROCK, CO

Past

January 15, 2021 - June 6, 2024

WEALTHSOURCE®

RIA

CRD#: 282202

CASTLE ROCK, CO

Past

April 21, 2015 - January 15, 2021

FWM LEGACY, LLC

RIA

CRD#: 144344

LONE TREE, CO

Past

February 5, 2014 - March 25, 2015

COMPREHENSIVE PERSONAL FINANCIAL ADVISORS

RIA

CRD#: 118192

LONE TREE, CO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CRUSONIA WEALTH ADVISORS LLC

ADVISORFIND | JONASSON RETIREMENT SOLUTIONS LLC | CRUSONIA WEALTH ADVISORS LLC

CRD#: 330057 / SEC#: 801-129632

RIA

Registered Investment Advisory firm - (3/4/2024 Approved)

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

Colorado
(3/13/2024)

IAR

Texas
(3/13/2024)

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

CRUSONIA WEALTH ADVISORS LLC

ADVISORFIND | JONASSON RETIREMENT SOLUTIONS LLC | CRUSONIA WEALTH ADVISORS LLC

CRD#: 330057 / SEC#: 801-129632

RIA

Registered Investment Advisory firm - (3/4/2024 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

3773 Cherry Creek Drive N Suite 1025, Denver, CO 80209

Mailing Address

Phone number

(303) 810-6366

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (8/4/2025)

Regulatory assets under management

Total Number of Accounts	230
AUM (Assets Under Management)	$ 161,347,493

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

Mark Surratt

TRANSAMERICA FINANCIAL ADVISORS, LLC

Centennial, CO

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Kelly M. Elsensohn

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kelly Michael Elsensohn's CRS (Customer Relationship Summary).

Certified licenses

Experience

CRUSONIA WEALTH ADVISORS LLC

WEALTHSOURCE®

FWM LEGACY, LLC

COMPREHENSIVE PERSONAL FINANCIAL ADVISORS

Primary Firm SEC Registration

CRUSONIA WEALTH ADVISORS LLC

State Registrations and Notice Filings

Exams

Current Firm

CRUSONIA WEALTH ADVISORS LLC

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CRUSONIA WEALTH ADVISORS LLC

TRUST BUT VERIFY

Similar Advisors