Best Investors Account Sign in
Inactive

Kelli Kerr Ellison

Panoramic Financial Planning

Carmel, IN

Claim This Profile
Current Employers
Panoramic Financial Planning

Carmel, IN • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2016-03-11
  • IN RA
    APPROVED
    Since 2016-03-11

Branch Locations

Carmel, IN • 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
Panoramic Financial Planning, Llc Carmel IN 01/2016 Present
  • 01/2016 → Present
    Panoramic Financial Planning, Llc
    Carmel, IN
Previous Registrations
  • 2014-10-28 → 2016-01-26
    Column Capital Advisors, Llc
    Indianapolis, IN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-07-16
  • S65 Uniform Investment Adviser Law Examination
    2014-07-16
Other Names
  • Kelli Suzanne Kerr

View on SEC IAPD

More in Carmel, IN

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor