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AlphaMark Advisors
Covington, KY

Kelly Schehr

CDFA™, CFP®
Helping investors achieve their financial goals.
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Meet Kelly

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Introduction - Kelly Schehr
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Importance of Fiduciary - Kelly Schehr
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Dealing with Divorce - Kelly Schehr
Video Transcripts

Kelly joined AlphaMark in May of 2014 as a Financial Advisor and has been working in the financial services industry since 2008. Kelly earned a Bachelor of Arts from the University of Kentucky in 1988, a Bachelor of Science from Thomas More College in 1995 and a Masters of Education degree from Northern Kentucky University in 2004. Kelly passed the series 65, Uniform Investment Advisor Law exam, and earned the…

Kelly joined AlphaMark in May of 2014 as a Financial Advisor and has been working in the financial services industry since 2008. Kelly earned a Bachelor of Arts from the University of Kentucky in 1988, a Bachelor of Science from Thomas More College in 1995 and a Masters of Education degree from Northern Kentucky University in 2004. Kelly passed the series 65, Uniform Investment Advisor Law exam, and earned the designation of Certified Divorce Financial Analyst (CDFA) in 2014. The CDFA program is administered by the Institute for Divorce Financial Analysts and demonstrates competency in areas of financial planning such as tax consequences, dividing assets and real estate, uniquely related to divorce. Kelly became a Certified College Planning Specialist in 2011 offering College Planning services using her expertise in financial aid formulas, saving vehicles and comparing costs of colleges and university institutions. In 2016, Kelly completed the requirements to the Certified Financial Planner Board of Standards Inc (CFP).


Services offered

Investment Management
Financial Planning
Retirement Planning
College Planning

Experience with

Small business owners
Business executives
Entrepreneurs
Families

Fee structure

Based on % of assets

Certifications and licenses

CFP® - CERTIFIED FINANCIAL PLANNER™
CDFA™ - Certified Divorce Financial Analyst®

Education

Bachelors
Other post-graduate
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