Kristopher Kellinghaus, financial advisor Covington KY
96 score

Kristopher Kellinghaus

CRD Number: 5397745
Current Firm: Mcf Advisors, LLC

Kristopher Kellinghaus (CRD# 5397745) is an Investment Advisor Representative working at Mcf Advisors, LLC in Covington, KY and has over 9 years of experience in the finance industry. Kristopher Kellinghaus 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.

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Professional Designations
Company Name Location Dates Years
Mcf Advisors LLC Covington, KY Feb 2014 - Current 2
Opus Capital Management, LLC Cincinnati, OH Aug 2010 - Feb 2014 3
Fidelity Investments- Fpi Blue Ash, OH Jun 2007 - Aug 2010 3
Fidelity Investments-fesco Highland Heights, KY May 2006 - Jun 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2007
S66 NASAA Uniform Combined State Law Examination Jan 2008
Contact Info for Kristopher J. Kellinghaus
Phone Number: 859-392-8600
Registered State(s):
  • KY
By the Numbers
  • Total Assets Under Management
    867
    MILLIONS
  • Total Number of Accounts
    3,401
    ACCOUNTS
  • Average Account Value
    $254,880
Compensation Options
  • A percentage of assets under your management
  • 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

FL, IN, KY, MO, OH, TX

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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