Kelly L. Higgins, CFP<sup>&reg;</sup> - Financial Advisor

Kelly L. Higgins, CFP®

CPA

Founder, CERTIFIED FINANCIAL PLANNER(tm) professional

Lautus Wealth Advisory, LLC

2125 Butterfield Dr, Ste 101N
Troy, MI 48084
FINANCIAL ADVISOR'S WEBSITE
(248) 729-0500

General

Kelly Higgins is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Lautus Wealth Advisory, LLC in Troy, MI and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)

Insurance Licenses

  • Life insurance: MI
  • Health/disability insurance: MI
  • Fixed annuities: MI
  • Variable annuities: MI

Broker-Dealer Affiliation

Cambridge Investment Research, Inc.

Broker-Dealer Disclaimer

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Lautus Wealth Advisory and Cambridge are not affiliated.
FINRA BrokerCheck

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Limited Partnerships, Mutual Funds, Real Estate, Insurance, Retirement, Stocks & Bonds, Long-term Care, Women's Finances

More

Helpful Financial Planning Resources