Todd Kelly, financial advisor Cincinnati OH
89 score

Todd Kelly

CRD Number: 5283822
Current Firm: Bfc Planning, Inc.

Todd Kelly (CRD# 5283822) is an Investment Advisor Representative working at Bfc Planning, Inc. in Cincinnati, OH and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Securities Management & Research, Inc. Marion, IA Oct 2014 - Current 2
Bfc Planning Marion, IA Oct 2014 - Current 2
Summit Financial Group Inc Fl Loveland, OH Oct 2013 - Oct 2014 1
Summit Brokerage Services Inc. Cincinnati, OH Jan 2007 - Oct 2014 7
Summit Financial Grp - Ohio Cincinnati, OH Mar 2005 - Oct 2014 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2013
Contact Info for Todd M. Kelly
Phone Number: 319-447-5700
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    226
    MILLIONS
  • Total Number of Accounts
    1,960
    ACCOUNTS
  • Average Account Value
    $115,102
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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