Kelly M. Kuennen

Kelly Kuennen is an investment advisor representative, CERTIFIED FINANCIAL PLANNER, and a Managing Director of Ellsworth Advisors. He is responsible for all portfolio management, asset management, financial planning, and firm oversight. Kelly possesses over 25 years of experience in wealth management. In addition to being a Certified Financial Planner, Kelly is licensed to provide and consult on life insurance. In 2015, he co-founded Ellsworth Private Wealth Management, LLC (predecessor to Ellsworth Advisors).

Prior to Ellsworth Advisors, Kelly served as a Vice President at Morgan Stanley Smith Barney’s Global Wealth Management business. As a Financial Advisor, he counseled clients on their financial affairs while also managing their investment assets on a discretionary basis. Upon his departure from Morgan Stanley Smith Barney, he held the title of Senior Portfolio Manager.

Kelly began working with clients in an advisory capacity while a Vice President at Robert W. Baird. In addition to working with individuals and families, he assisted business owners in establishing and managing their qualified retirement plans.