Kelli K. Ellison
PANORAMIC FINANCIAL PLANNING
Carmel, IN
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CRD#: 6413661
Professional summary
Kelli Kerr Ellison, CFP®, who also goes by Kelli Suzanne Kerr, is a registered financial advisor currently at PANORAMIC FINANCIAL PLANNING located in Carmel, Indiana.
Kelli is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Kelli has worked at 2 firms and has passed the Series 65 exam.
Biography
A Unique Perspective
Kelli Ellison, President of Panoramic Financial Planning, is a fee only financial planner in Carmel, Indiana. She created Panoramic Financial Planning because of her passion to help everyday people achieve their personal and financial goals. Kelli takes great pride in providing independent, holistic, unbiased financial advice customized for unique individuals and families like yours.
Kelli has traveled a unique path on her journey to becoming a fee only financial planner. She began her career as an engineer. Her early career experiences and advanced education led her to assignments in corporate financial planning and information technology. Through it all, her true passion was always financial planning. Upon completion of her Certified Financial Planner® education and examination requirements, she served as a Wealth Advisor for an Indianapolis fee only wealth management firm.
Education
Kelli is a graduate of three Big Ten universities. She completed her undergraduate work at Purdue University with a degree in Mechanical Engineering. She earned a Master of Management (MBA) from the Northwestern University Kellogg Graduate School of Management, with concentrations in Finance and Management Information Systems. As a life-long student with a passion for learning, she earned a Master of Science in Accounting from the Indiana University Kelley School of Business in May 2017.
Professional Certifications
Kelli is a Certified Financial Planner® , one of the most sought after certifications in the industry. She also holds the IRS Enrolled Agent designation. Kelli is a member of the Financial Planning Association, the National Association of Professional Financial Advisors (NAPFA) and the XYPN Planning Network.
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
Retirement Planning
Estate Planning
Investment Planning
Tax Planning
Education Planning
Do you have an area of expertise or specialization?
Cash Flow/Budgets/Credit Issue...
College/Education Planning
Investment Advice with Ongoing...
Retirement Planning & Distribu...
Tax Planning
Women's Financial Planning Iss...
Are you a "fiduciary"?
Yes
Aliases
Kelli Suzanne Kerr
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 Kelli Kerr Ellison'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: 2018
Experience
Current
March 11, 2016 - Present
PANORAMIC FINANCIAL PLANNING
RIA
CRD#: 282461
Carmel, IN
Past
October 28, 2014 - January 26, 2016
COLUMN CAPITAL ADVISORS, LLC
RIA
CRD#: 135118
INDIANAPOLIS, IN
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
Indiana(3/11/2016)
Current Firm
PANORAMIC FINANCIAL PLANNING
PANORAMIC FINANCIAL PLANNING | PANORAMIC FINANCIAL PLANNING, LLC
CRD#: 282461 / SEC#:
Indiana
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Contact information
Main Address
Carmel, IN
Mailing Address
Phone number
(317) 600-3552
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 43 |
| AUM (Assets Under Management) | $ 22,369,476 |
Red Flags
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