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Kathleen Erin Kelly

William Blair

Chicago, IL

Chicago, IL

Chicago, IL

La Grange, IL

CRD 4705592

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Employer firm

William Blair CRD 1252

$64.3B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers
  • EQUITY RESEARCH SERVICES

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

Current Employers
William Blair

150 North Riverside Plaza, Chicago, IL 60606 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2019-01-11
  • IL RA
    APPROVED
    Since 2019-01-11

Branch Locations

The William Blair Building 150 North Riverside, Chicago, IL 60606-1594 • UNITED STATES

The William Blair Building 150 North Riverside, Chicago, IL 60606 • United States

150 North Riverside Plaza, Chicago, IL 60606 • United States

La Grange, IL • 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
OrganizationCityStateFromTo
Ameriprise Financial Services, Inc. Chicago IL 09/2003 07/2018
William Blair Chicago IL 01/2019 Present
Unemployed Chicago IL 08/2018 12/2018
  • 09/2003 → 07/2018
    Ameriprise Financial Services, Inc.
    Chicago, IL
  • 01/2019 → Present
    William Blair
    Chicago, IL
  • 08/2018 → 12/2018
    Unemployed
    Chicago, IL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-11-06
  • S66 Uniform Combined State Law Examination
    2003-11-06
Other Names
  • Kathleen Erin Kelly
  • Kathleen Kelly

View on SEC IAPD

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