Kelsey Klovens

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

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

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

Authority	Category	Status	Date
IL	RA	APPROVED	2026-05-02
TX	RA	APPROVED	2026-05-02

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
William Blair & Co.	Chicago	IL	08/2021	06/2025
University Of Illinois At Urbana Champaign	Champaign-Urbana	IL	08/2017	05/2021
William Blair & Co.	Chicago	IL	06/2021	08/2021
University Of Illinois Foundation	Champaign	IL	09/2019	12/2019
Carl Sandburg High School	Orland Park	IL	08/2013	05/2017
Morgan Stanley Smith Barney Llc	Chicago	IL	06/2025	Present

08/2021 → 06/2025

William Blair & Co.

Chicago, IL
08/2017 → 05/2021

University Of Illinois At Urbana Champaign

Champaign-Urbana, IL
06/2021 → 08/2021

William Blair & Co.

Chicago, IL
09/2019 → 12/2019

University Of Illinois Foundation

Champaign, IL
08/2013 → 05/2017

Carl Sandburg High School

Orland Park, IL
06/2025 → Present

Morgan Stanley Smith Barney Llc

Chicago, IL

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-05-02
S63	Uniform Securities Agent State Law Examination	2024-08-19

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