Michael Kellner (CRD# 7427453) is an Investment Advisor Representative working at Laurel Wealth Planning in Edina, MN and has 1 year of experience in the finance industry.
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
CRD# 6665238
U.s. Bancorp Investments, Inc.
CRD# 2652775
Wells Fargo Clearing Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Laurel Wealth Planning | Edina, MN | Aug 2021 - Current | 1 |
| Laurel Wealth Planning | Edina, MN | Jun 2021 - Current | 1 |
| Gratus Capital | Atlanta, GA | Aug 2017 - Jun 2021 | 3 |
| Envestnet Tamarac | Raleigh, NC | Oct 2015 - Aug 2017 | 1 |
| Coleman Research | Raleigh, NC | Apr 2014 - Oct 2015 | 1 |
| Extended Travel | Cairo, | Jul 2012 - Apr 2014 | 1 |
| Bikya Masr | Cairo, | Nov 2012 - Apr 2013 | < 1 |
| Efe Egypt | Cairo, | Jun 2012 - Sep 2012 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2021 |
- MN
-
Total Assets Under Management342MILLIONS
-
Total Number of Accounts781ACCOUNTS
-
Average Account Value$437,627
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Market timing services
CA, MN, WI
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