Kelly J. Hokanson,  CFP<sup>&reg;</sup> - Financial Advisor

Kelly J. Hokanson, CFP®

The Planned Approach

420 W. 98th Street, Ste. 1
Kansas City, MO 64114
(816) 941-0098

General

Kelly Hokanson is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at The Planned Approach in Kansas City, MO and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: KS,MO
  • Health/disability insurance: KS,MO
  • Variable annuities: KS,MO

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned Giving, Investment Management, Mutual Funds, Real Estate, Insurance, Retirement, Long-term Care

More

Helpful Financial Planning Resources