Christopher Kellett, financial advisor Bloomington MN
93 score

Christopher Kellett

CRD Number: 4607175
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Christopher Kellett (CRD# 4607175) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Bloomington, MN and has over 13 years of experience in the finance industry.

Similar Advisors
Timothy Brown, financial advisor Bloomington MN
Timothy B. Brown
CRD# 2665369
Brown Wealth Management, LLC
Score
103
Similar Advisors
Phillip Christenson, financial advisor Bloomington MN
Phillip R. Christenson
CRD# 5082883
Phillip James Financial Company
Score
103
Similar Advisors
Eric Hutchens, financial advisor Bloomington MN
Eric J. Hutchens
CRD# 4207178
Allodium Investment Consultants, LLC
Score
103
Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated Bloomington, MN Mar 2004 - Current 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2003
S65 NASAA Investment Advisors Law Examination Aug 2004
Contact Info for Christopher M. Kellett
Phone Number: 800-637-7455
Registered State(s):
  • MN
  • TX
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Christopher Kellett and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.