Updated:Jun 3, 2026

Kelly Klingaman Financial Planning LLC

KELLY KLINGAMAN FINANCIAL PLANNING LLC is a state-registered investment adviser. The firm manages approximately $16 million in regulatory assets.

Kelly Klingaman Financial Planning LLC

KELLY KLINGAMAN FINANCIAL PLANNING LLC is a state-registered investment adviser. The firm manages approximately $16 million in regulatory assets. It has 1 employee and 1 investment adviser.

linkedin.com/company/kelly-klingaman

General information

Firm type

RIA

Principals

Kelly Klingaman

Founder

Sector focus

Financial Services

What is Kelly Klingaman Financial Planning LLC?

Kelly Klingaman Financial Planning LLC is a ria tracked on Altss.

What does Altss track for Kelly Klingaman Financial Planning LLC?

Altss maintains an OSINT-verified profile of Kelly Klingaman Financial Planning LLC covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), and network (associations and event participation). Detailed values are available to Altss subscribers.

What type of firm is Kelly Klingaman Financial Planning LLC?

Kelly Klingaman Financial Planning LLC is classified by Altss as a RIA.

How does Altss source intelligence on Kelly Klingaman Financial Planning LLC?

Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.

When was Kelly Klingaman Financial Planning LLC's Altss profile last updated?

Kelly Klingaman Financial Planning LLC's profile on Altss was last refreshed on June 3, 2026. Continuous updates are applied as new public information is verified.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Jun 3, 2026. Continuous refresh with full update cycles at least every 30 days.