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Kelly T

Series 63, Series 65

McHenry, IL

The huntington Investment company

Kelly Tischart is a financial advisor with The Huntington Investment Company and holds Series 63 and Series 65 licenses. She has 34 years of industry experience, having worked previously at LPL Financial and Ameriprise Financial Services. Outside of her advisory role, she is associated with a retail business specializing in collectible merchandise such as baseball cards and coins. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities by offering advisory and brokerage services through multiple wrap-fee programs on the Envestnet MAS platform. The firm uses an open-architecture model that includes third-party sub-managers and proprietary Private Bank models, providing portfolio management and related services primarily through percentage-of-assets wrap fees.

ESG / Sustainable investing Active portfolio management Tax-loss harvesting
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