Kelli Hansen

Employer firm

Rockefeller Financial LLC CRD 291361

$99.6B regulatory AUM 223 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2012 → 12/2025
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Deland, FL
• 12/2025 → Present
  Rockefeller Financial Llc
  Winter Park, FL

Previous Registrations

• 2012-05-09 → 2025-12-18
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Winter Park, FL
  Deland, FL
• 2011-12-16 → 2012-05-10
  Morgan Stanley
  Winter Park, FL
• 2009-12-14 → 2011-10-24
  Wells Fargo Clearing Services, Llc
  Daytona Beach, FL
• 2004-09-30 → 2009-07-24
  Ameritas Investment Company, Llc
  Daytona Beach, FL
  Lincoln, NE
  Ormond Beach, FL
• 2003-07-18 → 2004-09-30
  The Advisors Group, Inc.
  Ormond Beach, FL
• 2001-11-26 → 2002-12-10
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Daytona Beach, FL

Exams

• S66 Uniform Combined State Law Examination
  2002-02-12

Other Names

• Kelli Jean Czynszak
• Kelli Czynszak