Michael KellnerCRD Number: 7427453
Current Firm: Laurel Wealth Planning
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.
Wealth Enhancement Advisory Services, LLC
U.s. Bancorp Investments, Inc.
Wells Fargo Clearing Services, LLC
|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|
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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