BBB Accredited Business Profile

Mark Kelly L.L.C.

Mark Kelly L.L.C.

(262) 691-4000

Mark Kelly L.L.C.

16 years in business

1166 Quail Ct Ste 300
Pewaukee, WI 53072-3778

BBB File Opened: 1/09/2004
Business Started: 2/01/2000
Business Started Locally: 2/01/2000
Type of Entity
Limited Liability Corporation
Business Management
  • Mr. Mark D. Kelly, Owner
  • Ms. Jennifer Kotz, Sr. Associate
Contact Information
  • Principal: Mr. Mark D. Kelly, Owner
  • Ms. Jennifer Kotz, Sr. Associate
Business Category
  • Financial Planning Consultants
  • Investment Advisory Service
  • Retirement Planning Service
  • NAICS: Investment Advice
  • Estate Planning & Management

Alternate Business Names
  • Raymond James Financial

Licensing, Bonding or Registration:  This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

Number of Employees:  2

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Overview

This company offers financial, tax, estate, and retirement planning services.

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Licensing information is provided in the BBB Business Profiles to inform the public about industries that may require professional licensing, bonding, or registration. Better Business Bureau encourages you to check with the appropriate agency to be certain any requirements are currently being met.

BBB promotes truth in advertising by contacting advertisers whose claims conflict with the BBB Code of Advertising. These claims come to our attention from our internal review of advertising, consumer complaints and competitor challenges. BBB asks advertisers to substantiate their claims, change ads to make offers more clear to consumers, and remove misleading or deceptive statements.

BBB reports on known significant government actions involving the business's marketplace conduct.

BBB reports on a company that is out of business for three years from the date the company closes its doors or ceases to do business.

BBB reports on unauthorized use of the Better Business Bureau's name and/or logo for as long as the business continues to use it in any advertising, or for one year after the business ceases any repeated unauthorized uses.

BBB reports on a business’s bankruptcy as long as the business remains in bankruptcy.

BBB reports when mail sent to the business was returned by the Postal Service.

Mark Kelly L.L.C.

Mark Kelly L.L.C.

BBB ACCREDITED SINCE 1/14/2004

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