Kelly L. Crumrin

KCPAG FINANCIAL ADVISORS LLC

Robinson, IL 62454

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CRD#: 6813070

Professional summary

Kelly Lynn Crumrin, who also goes by Kelly Lynn Forman, Kelly Lynn Green, is a registered financial advisor currently at KCPAG FINANCIAL ADVISORS LLC located in Robinson, Illinois.

Kelly is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Kelly has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kelly Lynn Forman | Kelly Lynn Green

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 Lynn Crumrin'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

November 20, 2019 - Present

KCPAG FINANCIAL ADVISORS LLC

Office #1: 1619 W. Main Street P. O. Box 529, Robinson, IL 62454

RIA

CRD#: 117491

Robinson, IL

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

Illinois
(11/20/2019)

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 65

Date: 11/7/2019

Uniform Investment Adviser Law Examination

Current Firm

KCPAG FINANCIAL ADVISORS LLC

CRD#: 117491 / SEC#: 801-60922

RIA

Registered Investment Advisory firm - (9/18/2012 Terminated)

Arizona

Registered Investment Advisory firm - (11/20/2024 Approved)

California

Registered Investment Advisory firm - (7/10/2012 Approved)

Florida

Registered Investment Advisory firm - (9/18/2012 Approved)

Georgia

Registered Investment Advisory firm - (2/9/2023 Approved)

Illinois

Registered Investment Advisory firm - (5/24/2012 Approved)

Indiana

Registered Investment Advisory firm - (6/22/2012 Approved)

Kentucky

Registered Investment Advisory firm - (4/26/2012 Approved)

Louisiana

Registered Investment Advisory firm - (2/27/2012 Approved)

Missouri

Registered Investment Advisory firm - (10/21/2015 Approved)

North Carolina

Registered Investment Advisory firm - (9/18/2025 Approved)

Ohio

Registered Investment Advisory firm - (8/26/2025 Approved)

Tennessee

Registered Investment Advisory firm - (8/6/2021 Approved)

Texas

Registered Investment Advisory firm - (6/28/2012 Conditional Restricted)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

1619 W. Main Street P. O. Box 529, Robinson, IL 62454

Mailing Address

Phone number

(618) 544-4993

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	456
AUM (Assets Under Management)	$ 19,041,038

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.

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Kelly L. Crumrin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kelly Lynn Crumrin's CRS (Customer Relationship Summary).

Certified licenses

Experience

KCPAG FINANCIAL ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/7/2019

Current Firm

KCPAG FINANCIAL ADVISORS LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

KCPAG FINANCIAL ADVISORS LLC

TRUST BUT VERIFY

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