LK
Louis R. Kelmanson
CLEARLEAF
Louisville, KY 40299
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CRD#: 6816569
LK
Professional summary
Louis Rudolph Kelmanson is a registered financial advisor currently at CLEARLEAF located in Louisville, Kentucky.
Louis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Louis has worked at 1 firm and has passed the Series 65 exam.
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.
Kelmanson Holdings, LLC, investment-related, 2930 Rockbridge Road, Shelbyville KY 40065, consulting and private equity investment firm, Owner and Manager, start date - 12/2007, spend 10 hours per month during trading hours, duties involve evaluating and making investments. Purestone Loan Services LLC, not investment-related, 2307 Watterson Trail, Louisville KY 40299, servicing entity that assists predominately law firms or other third party purchasers of Tax Lien Certificates and others in the lien collections or payment processing industry, CEO, start date - 3/2013, spend 100 hours per month during trading hours, duties involve business administration and management. Vicandy Properties, LLC, not investment-related, 2307 Watterson Trail, Louisville KY 40299, residential rental property holding company that acquires and rents residential property, Owner and Member, start date - 9/2015, spend 10 hours per month during trading hours, duties involve business administration and management. LPAK Holdings, LLC, investment-related, 2930 Rockbridge Road, Shelbyville KY 40065, investment holding company for personal investments, Owner and Managing Member, start date - 6/2011, spend 2 hours per month during trading hours, duties involve managing investments. Clearleaf Capital LLC, investment-related pass-through entity, 2307 Watterson Trail, Louisville, KY 40299, established to support tax-exempt and other investors to become Noteholders and thus gain debt investor access to the Clearleaf Short Alternative Fund, L.P. without incurring negative tax consequences, serving as co-founder and co-managing member through LPAK Holdings, LLC starting December 2017, spending 8 hours per month, 8 hours during trading hours solely to invest as a limited partner in the Clearleaf Short Alternative Fund, L.P.
CRS (Client Relationship Summary) - RIA
Click below to view Louis Rudolph Kelmanson'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®
NoneExperience
Current
August 7, 2020 - Present
CLEARLEAF
Office #1: 2307 Watterson Trail Suite 200, Louisville, KY 40299RIA
CRD#: 288707
Louisville, KY
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
Florida(1/14/2025)
IAR
Kentucky(8/7/2020)
Current Firm
CL
CLEARLEAF
CLEARLEAF | CLEARLEAF FINANCE LLC
CRD#: 288707 / SEC#:
Florida
Registered Investment Advisory firm - (1/14/2025 Approved)Kentucky
Registered Investment Advisory firm - (10/12/2017 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2307 Watterson Trail Suite 200, Louisville, KY 40299
Mailing Address
Phone number
(888) 908-8005
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 1 |
| AUM (Assets Under Management) | $ 47,322,646 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CLEARLEAF
CRD#: 288707Louisville, KY 40299TRUST BUT VERIFY
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