Kelly Elizabeth Zownorega

Employer firm

Serenity Investment Advisors CRD 307924

$514M regulatory AUM 4 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2025 → Present
  Office Manager
  Chicago, IL
• 08/2019 → Present
  Homemaker
  Naperville, IL
• 08/2016 → 08/2019
  Valley View School District 365U
  Romeoville, IL

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-05-20

Other Names

• Kelly Zownorega