Brian Kellett (CRD# 4781061) is an Investment Advisor Representative working at Kellett Wealth Advisors, LLC in Cincinnati, OH and has over 18 years of experience in the finance industry. Brian Kellett has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1210661
Cambridge Investment Research Advisors, Inc.
CRD# 6665238
U.s. Bancorp Investments, Inc.
CRD# 6208290
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kellett Schaffner Wealth Advisors LLC | Cincinnati, OH | Apr 2017 - Current | 7 |
| Purshe Kaplan Sterling Investments | Albany, NY | Apr 2017 - Current | 7 |
| Gnk Properties, LLC | Cincinnati, OH | Mar 2017 - Current | 7 |
| Lpl Financial, LLC | Cincinnati, OH | Nov 2008 - Mar 2017 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2005 |
- FL
- KY
- OH
- TX
-
Total Assets Under Management262MILLIONS
-
Total Number of Accounts1,018ACCOUNTS
-
Average Account Value$257,584
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AZ, FL, IN, KY, OH, TX
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