Kelly Larson has been an investment adviser representative at Ele Advisory Services since November 2023, and is not listed among the firm’s executive officers or direct owners.
Ele Advisory Services, Inc is a Southfield, MI firm with $137M under management, 1,156 clients and 13 advisers across 10 offices, as of its September 2026 filing.
- Ele Advisory Services, IncCurrent– present · 2 yearsPeachtree City, GA · Adviser representative · Firm CRD 148228
Investment adviser representative registrations
Kelly Larson is registered as an investment adviser representative in 17 states. The first approvals date from November 2023; the most recent is Kentucky, in July 2026.
- AlabamaSince 26 September 2024
- ArizonaSince 16 December 2025
- ColoradoSince 15 December 2023
- ConnecticutSince 10 March 2025
- FloridaSince 22 October 2024
- GeorgiaSince 30 October 2024
- IllinoisSince 16 January 2026
- IowaSince 12 February 2025
- KentuckySince 21 July 2026
- MinnesotaSince 22 November 2023
- MissouriSince 9 January 2026
- North DakotaSince 17 March 2025
- OklahomaSince 10 March 2025
- South DakotaSince 11 March 2025
- TexasSince 10 March 2025
- WisconsinSince 26 September 2024
- WyomingSince 26 September 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 22 November 2023 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Kelly Kay Larson
- CRD
- 7799322
- Firm
- Ele Advisory Services · CRD 148228
- Office
- Peachtree City, GA
- Registration
- Investment adviser registration
- In the industry since
- November 2023
- Disciplinary history
- Not yet shown here · SEC record
Where does Kelly Larson work?
Kelly Larson is an investment adviser representative registered through Ele Advisory Services, Inc since November 2023, and is not listed among the firm’s executive officers or direct owners.
Is Kelly Larson a financial advisor?
Yes. Kelly Larson has a current investment-adviser registration in Alabama, Arizona, Colorado, Connecticut, Florida, Georgia, Illinois, Iowa, Kentucky, Minnesota, Missouri, North Dakota, Oklahoma, South Dakota, Texas, Wisconsin and Wyoming, through Ele Advisory Services since November 2023.
How many years of experience does Kelly Larson have?
Kelly Larson has 2 years in the financial industry, since November 2023, across 1 adviser firm.
What exams has Kelly Larson passed?
Kelly Larson passed the Series 65 in November 2023.
Where is Kelly Larson based?
Kelly Larson’s registered office is in Peachtree City, GA.
Is Kelly Larson registered with FINRA?
No. Kelly Larson has no current broker registration.
How can I verify Kelly Larson’s record?
Search CRD 7799322 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kelly Larson’s full registration record.
