Kelly Kay Larson
Investment Adviser Representative at ELE Advisory Services, Inc
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Kelly Kay Larson is an investment adviser representative with ELE Advisory Services, Inc in Peachtree City, GA, where they have been registered since 2023, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in 17 states.
Registrations & licenses
- Investment adviser:
- Alabama, Arizona, Colorado, Connecticut, Florida, Georgia, Illinois, Iowa, Kentucky, Minnesota, Missouri, North Dakota, Oklahoma, South Dakota, Texas, Wisconsin, Wyoming
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Long Prairie SanitationMay 2022 – Jul 2023Long Prairie, MN
- Hills Septic ServiceFeb 2017 – Mar 2022Rapid City, SD
- Kieffer SanitationJul 2015 – Jan 2017Rapid City, MN
- 1st Consumer Insurance AgencyAug 2023 – no end date reportedCentennial, CO
- Financial Wealth Solutions, Inc.Aug 2023 – no end date reportedCentennial, CO
- ELE Wealth Solutions, Inc.Aug 2023 – no end date reportedSouthfield, MI
- ELE Advisory Services, Inc.Nov 2023 – no end date reportedSouthfield, MI
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About ELE Advisory Services, Inc
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Mutual Funds & Non-Individual / Stock Portfolios - Up to $100M3.00%
- Mutual Funds & Non-Individual / Stock Portfolios - Over $100M2.00%
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 14
- Offices listed on AdvisorFinder:
- 4
- Main office:
- Southfield, MI
- SEC file number:
- 801-117442
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 28, 2026
View full firm profileOther advisors at ELE Advisory Services, Inc
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Kelly Kay Larson has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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