Kelly Michael Elsensohn

Employer firm

Crusonia Wealth Advisors LLC CRD 330057

$1.18B regulatory AUM 16 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• 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

• 01/2015 → 01/2021
  Frontier Wealth Management, Llc
  Lone Tree, CO
• 01/2021 → 06/2024
  Wealthsource Partners, Llc
  Castle Rock, CO
• 03/2024 → Present
  Crusonia Wealth Advisors Llc
  Denver, CO

Previous Registrations

• 2021-01-15 → 2024-06-06
  Wealthsource®
  Castle Rock, CO
  Castle Rock, CO
  Castle Rock, CO
  Castle Rock, CO
  Castle Rock, CO
• 2015-04-21 → 2021-01-15
  Fwm Legacy, Llc
  Lone Tree, CO
  Leawood, KS
• 2014-02-05 → 2015-03-25
  Comprehensive Personal Financial Advisors
  Lone Tree, CO

Other Businesses

ELSENSOHN & ASSOCIATES, P.C.; NOT INVESTMENT RELATED; 333 PERRY St. SUITE 306 CASTLE ROCK, COLORADO 80104; PUBLIC ACCOUNTING FIRM; OWNER AND CPA; SEPTEMBER 3, 2003 START DATE; 100 HOURS/MONTH DEVOTED BETWEEN FEBRUARY AND APRIL, OTHERWISE 20 HOURS/MONTH DEVOTED; 20 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS BETWEEN FEBRUARY AND APRIL, OTHERWISE 0 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; BOOKKEEPING, TAX PLANNING, TAX PREPARATION, TAX FILING, AND ALL OPERATIONAL DUTIES.

Designations

• Certified Financial Planner