Financial ADVSR advisor directory · SEC adviser records
Kellett Wealth Advisors, LLC financial advisors in Ohio
Every SEC-registered investment adviser representative at a Kellett Wealth Advisors, LLC office in Ohio, by city and A to Z.
4 registered advisors work at Kellett Wealth Advisors, LLC in Ohio, out of 4 nationwide; it's the firm's number 1 state by advisors, and the most are in Cincinnati (4). 3 list the CFP designation and 0 are also registered broker representatives.
Kellett Wealth Advisors, LLC advisors by city in Ohio
Every firm in Ohio →Kellett Wealth Advisors, LLC advisors in Ohio, A to Z
Search by name →- David P. BodnarCincinnati · Certified Financial Planner
- Andrew S. FinlayCincinnati · Certified Financial Planner
- Brian A. KellettCincinnati · Certified Financial Planner
- Jared B. KlineCincinnati
Kellett Wealth Advisors, LLC advisors in every state →Kellett Wealth Advisors, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many Kellett Wealth Advisors, LLC financial advisors are in Ohio?
4 investment adviser representatives are registered at Kellett Wealth Advisors, LLC offices in Ohio, according to the SEC's Investment Adviser Public Disclosure records, out of 4 at the firm nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.
Where in Ohio does Kellett Wealth Advisors, LLC have the most advisors?
Cincinnati, with 4. Kellett Wealth Advisors, LLC has advisors in 1 city in Ohio.
How do I check a Kellett Wealth Advisors, LLC advisor in Ohio?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Kellett Wealth Advisors, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.