Sean Lawrence Kelly

Employer firm

Kelly Wealth Management, Inc. CRD 328386

$161M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 04/2022 → 12/2023
  J.W. Cole Advisors, Inc
  Tampa, FL
• 03/2019 → 04/2022
  Llp Construction Services
  Troy, MI
• 01/2016 → 03/2019
  Belfor Property Restoration
  Troy, MI
• 12/2023 → Present
  Kelly Wealth Management, Inc.
  Southfield, MI
• 10/2023 → Present
  Copper Partners Ii Dba Kelly Capital Partners
  Southfield, MI

Previous Registrations

• 2022-09-12 → 2023-12-21
  J. W. Cole Advisors, Inc.
  Southfield, MI
  Tampa, FL

Other Businesses

(1) Copper Partners II DBA Kelly Capital Partners; Investment Related; 29100 Northwestern Highway, Suite 320, Southfield MI 48034, Insurance Agent, Start 10/2023, 30 hr/mo during trading hours, sales of various insurance products.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-08-24