Kelly M. Stanley,  CFP<sup>&reg;</sup> - Financial Advisor

Kelly M. Stanley, CFP®

MBA

Wealth Advisor

Cogent Strategic Wealth

77 W Wacker Dr 45th Fl
Chicago, IL 60601

Cogent Strategic Wealth

1031 S. Bluff St., Suite 170
Saint George, UT 84770-7474
FINANCIAL ADVISOR'S WEBSITE
(312) 382-8388 CONNECT WITH Kelly
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General

Kelly Stanley is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Cogent Strategic Wealth in Chicago, IL and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - MBA

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Career Change, Asset Allocation, Investment Management, Employee Benefits, Getting Divorced, Getting Married, Mutual Funds, Job Loss, Insurance, Life Planning, Retirement, Long-term Care, Starting a Family, Succession Planning, Sudden Wealth, Men's Finances, Nontraditional Households, Women's Finances

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