Kelly C. Barrow

CEDAR GROVE FINANCIAL PLANNING

Oakton, VA

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CRD#: 6462472

Professional summary

Kelly Christine Barrow, CFP®, who also goes by Kelly Christine Cressy, is a registered financial advisor currently at CEDAR GROVE FINANCIAL PLANNING, LLC located in Oakton, Virginia.

Kelly is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Kelly has worked at 2 firms and has passed the Series 66, Series 7TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kelly Christine Cressy

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kelly Christine Barrow'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^®

Certified Financial Planner

Start date: 2017

Experience

Current

November 17, 2022 - Present

CEDAR GROVE FINANCIAL PLANNING, LLC

RIA

CRD#: 324097

Oakton, VA

Past

May 21, 2015 - November 13, 2020

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

RIA

CRD#: 20472

WASHINGTON, DC

Past

April 8, 2015 - November 13, 2020

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

CRD#: 20472

WASHINGTON, DC

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

Virginia
(11/17/2022)

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

State Security Law Exam

IAR

Series 66

Date: 4/30/2015

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 11/23/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/8/2015

General Securities Representative Examination

Current Firm

CEDAR GROVE FINANCIAL PLANNING, LLC

CRD#: 324097 / SEC#:

Virginia

Registered Investment Advisory firm - (11/17/2022 Approved)

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Contact information

Main Address

Oakton, VA

Mailing Address

Phone number

(571) 250-7055

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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

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Kelly C. Barrow

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kelly Christine Barrow's CRS (Customer Relationship Summary).

Certified licenses

Experience

CEDAR GROVE FINANCIAL PLANNING, LLC

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 4/30/2015

Series 7TO

Date: 11/23/2022

SIE

Date: 10/1/2018

Series 7

Date: 4/8/2015

Current Firm

CEDAR GROVE FINANCIAL PLANNING, LLC

Contact information

Documents

Red Flags

Company Information

CEDAR GROVE FINANCIAL PLANNING, LLC

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