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Est. 2026The front page of wealth managementNew York

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Investment adviser representative · Kellam Insurance And Financial Services LLC

Reid M. Kellam

CRD 1717668 · Midway, UT

At a glance

Reid M. Kellam is an investment adviser representative with Kellam Insurance And Financial Services LLC in Midway, UT, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Reid’s SEC record dates to 2001, about 25 years ago.

Current advisory firm

  • Kellam Insurance And Financial Services LLCSince January 2014Midway, UT · State-registered or not in the SEC’s list

SEC adviser record

Registered since
2001 (25 years)
Designations
None on file
Exams
Series 63, Series 65
Registered in
1 state
Also a broker representative
No
Disclosures on record
Yes, see the SEC record

AtlasMembers

Reid’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website
Locked
Previous firms, with start and end dates
1 firmLocked
Employment history
Locked
States they’re registered in
Locked
Outside business activities
Locked
When they joined their current firm, and their firm’s growth
Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.