Kelly Luethje
WILLOW PLANNING GROUP
Holderness, NH
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CRD#: 6425128
Professional summary
Kelly Luethje, CFP® is a registered financial advisor currently at WILLOW PLANNING GROUP, LLC located in Holderness, New Hampshire.
Kelly is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Kelly has worked at 1 firm and has passed the Series 65 exam.
Core Areas of Focus
Cash Flow/Budgets/Credit Issues
Investment Advice without Ongoing Management
Middle Income Client Needs
Women's Financial Planning Issues
Biography
Willow Planning Group is a virtual financial planning practice. We provide comprehensive and objective financial planning to help our clients feel empowered about money and ensuring the choices they make about their money align with their life goals.
We work with amazing people who are:
Are open to change. You like the idea of working one-on-one with someone you can trust who has a vested interest in your financial success.
May have recently experienced a significant life change that’s making you wonder what it means for your financial future. You might be recently married (or divorced), about to have a baby, in a new job, starting a new business, just received an inheritance, among other likely possibilities.
Tried to do things on your own already and pieced things together. You’d just like a more complete picture of everything together and some straight answers to your burning money questions.
Know your credit score – at the very least – and may even know a little more about money than your average bear. You’d just like to be more masterful about what you do with it!
Make anywhere from $50,000 per year or $150,000 per year – or even more – (hint: it doesn’t matter so much how much you make – it’s what you do with it.)
Would like to plan for the future and long term goals – like having children, buying a home, retirement, the needs of aging parents – among other things on your mind.
Might have student loan shame or credit card debt you’d like help dealing with.
If your ready to up your money game, schedule a free consultation so we can see if we’re a fit.
Schedule a consultation with Kelly
Question & Answer
What are your service offerings?
Investment Planning
Tax Planning
Debt Management
Comprehensive Financial Planni...
Budgeting
Employee and Employer Plan Ben...
Insurance Planning
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Kelly Luethje'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: 2016
Experience
Current
January 2, 2015 - Present
WILLOW PLANNING GROUP, LLC
RIA
CRD#: 174085
Holderness, NH
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(10/14/2022)
IAR
Massachusetts(1/2/2015)
IAR
New Hampshire(2/13/2019)
Current Firm
WILLOW PLANNING GROUP, LLC
KELLY LUETHJE | WILLOW PLANNING GROUP, LLC | WILLOW PLANNING GROUP | NEWCO LLC
CRD#: 174085 / SEC#:
Colorado
Registered Investment Advisory firm - (10/14/2022 Approved)Massachusetts
Registered Investment Advisory firm - (1/2/2015 Approved)New Hampshire
Registered Investment Advisory firm - (2/5/2019 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Holderness, NH
Mailing Address
Phone number
(617) 943-1433
Established
Firm type
Fiscal year end
# of Employees
1
Red Flags
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