Seth Alan Kelly

Current Employers

Core Planning

706 N Main St, Ofallon, MO 63366 • United States

Current Registrations

Authority	Category	Status	Date
MO	RA	APPROVED	2022-04-22

MO RA
APPROVED

Since 2022-04-22

Branch Locations

Jefferson City, MO • United States

706 N Main St, Ofallon, MO 63366 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Missouri State Employees Retirement System	Jefferson City	MO	04/2004	12/2019
Pennsylvania State Employees Retirement System	Harrisburg	PA	08/2020	06/2021
Modot & Patrol Employees' Retirement System	Jefferson City	MO	06/2021	Present
Core Planning, Llc.	Saint Louis	MO	12/2021	Present
Not Employed	Jefferson City	MO	12/2019	08/2020

04/2004 → 12/2019

Missouri State Employees Retirement System

Jefferson City, MO
08/2020 → 06/2021

Pennsylvania State Employees Retirement System

Harrisburg, PA
06/2021 → Present

Modot & Patrol Employees' Retirement System

Jefferson City, MO
12/2021 → Present

Core Planning, Llc.

Saint Louis, MO
12/2019 → 08/2020

Not Employed

Jefferson City, MO

Other Businesses

In addition to his duties at Core Planning, LLC, Seth Kelly may spend half his time as an investment officer with MoDOT & Patrol Employees' Retirement System located PO Box 1930, Jefferson City, Missouri 65102. This is an investment related role working with the pension system strategy, Investment Policy, and stakeholder communication. Seth Kelly has been with MoDOT & Patrol Employees' Retirement System since June 2021. This does not involve work with individual clients or families. There appears to be no conflict of interest for MoDOT, Core Planning, LLC, or any client or families either entity may serve.

Designations