Kelly Luethje

Current Employers

Willow Planning Group, Llc

Holderness, NH • United States

Current Registrations

Authority	Category	Status	Date
CO	RA	APPROVED	2022-10-14
NH	RA	APPROVED	2019-02-13
MA	RA	APPROVED	2015-01-02

CO RA
APPROVED

Since 2022-10-14
NH RA
APPROVED

Since 2019-02-13
MA RA
APPROVED

Since 2015-01-02

Branch Locations

Holderness, NH • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action Yes
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
Willow Planning	Boston	MA	11/2014	Present

11/2014 → Present

Willow Planning

Boston, MA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2014-11-12

S65 Uniform Investment Adviser Law Examination

2014-11-12

Designations