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Kelli Marie Grew

Beacon Financial Planning, Inc

Hyannis, MA

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Current Employers
Beacon Financial Planning, Inc

540 Main Street Suite 14, Hyannis, MA 02601 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2019-04-09
  • MA RA
    APPROVED
    Since 2019-04-09

Branch Locations

540 Main Street Suite 14, Hyannis, MA 02601 • 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
Highsight, Llc Dba Aafcpas Wealth Management Westborough MA 07/2012 03/2019
Beacon Financial Planning, Inc Hyannis MA 04/2019 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-06-29
  • S65 Uniform Investment Adviser Law Examination
    2013-06-29
Designations
Other Names
  • Kelli Marie Logan
  • Kelli Marie Logan

View on SEC IAPD

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Other Offices

COMMONWEALTH FINANCIAL NETWORK · HYANNIS, MA
TGA CAPITAL MANAGEMENT · HYANNIS, MA
UBS FINANCIAL SERVICES INC. · HYANNIS, MA
MORGAN STANLEY · HYANNIS, MA
COMMONWEALTH FINANCIAL NETWORK · Hyannis, MA
OSAIC WEALTH, INC. · HYANNIS, MA
OSAIC INSTITUTIONS, INC. · HYANNIS, MA
J.P. MORGAN SECURITIES LLC · Hyannis, MA

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