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Kelli Marie Grew

Beacon Financial Planning, Inc

Hyannis, MA

CRD 6100911

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Employer firm

Beacon Financial Planning, Inc CRD 175372

$397M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • Educational seminars

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

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
  • Certified Financial Planner
Other Names
  • Kelli Marie Logan
  • Kelli Marie Logan

View on SEC IAPD

Nearby Firms

COMMONWEALTH FINANCIAL NETWORK
TGA CAPITAL MANAGEMENT
UBS FINANCIAL SERVICES INC.

Nearby Investors

Marco Farina
Heather Melissa Lynch
Kathleen Erin Kane

Nearby Offices

COMMONWEALTH FINANCIAL NETWORK · HYANNIS, MA
TGA CAPITAL MANAGEMENT · HYANNIS, MA
UBS FINANCIAL SERVICES INC. · HYANNIS, MA

More in Hyannis, MA

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