Inactive

Kelly Lynn Crumrin

Kcpag Financial Advisors LLC

CRD 6813070

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Employer firm

Kcpag Financial Advisors LLC CRD 117491

$23.1M regulatory AUM 2,624 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:

Current Employers

Kcpag Financial Advisors Llc

1619 W. Main Street P. O. Box 529, Robinson, IL 62454 • United States

Current Registrations

Authority	Category	Status	Date
IL	RA	APPROVED	2019-11-20

IL RA
APPROVED

Since 2019-11-20

Branch Locations

1619 W. Main Street P. O. Box 529, Robinson, IL 62454 • 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

Organization	City	State	From	To
Kemper Capital Management	Robinson	IL	05/2018	Present
Kemper Cpa Group	Robinson	IL	02/2016	05/2018
Kcpag Financial Advisors, Llc	Robinson	IL	07/2019	Present

05/2018 → Present

Kemper Capital Management

Robinson, IL
02/2016 → 05/2018

Kemper Cpa Group

Robinson, IL
07/2019 → Present

Kcpag Financial Advisors, Llc

Robinson, IL

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2019-11-07

S65 Uniform Investment Adviser Law Examination

2019-11-07

Other Names

Kelly Lynn Forman
Kelly Lynn Green

View on SEC IAPD

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Nearby Investors

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STEWART JOHN SCHUTTE

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Nearby Offices

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · ROBINSON, IL

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