David Kellin, financial advisor Grand Rapids MN

David Kellin

CRD Number: 1608396
Current Firm: Cetera Investment Advisers LLC

David Kellin (CRD# 1608396) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Grand Rapids, MN and has over 37 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Advisor Networks LLC Grand Rapids, MN Aug 2023 - Current < 1
Cetera Investment Advisers LLC Schaumburg, IL Aug 2023 - Current < 1
Self Employed Grand Rapids, MN Jul 2006 - Current 17
North Star Consultants Minneapolis, MN Oct 1986 - Current 37
Securian Financial Services, Inc. Grand Rapids, MN Oct 1986 - Current 37
Minnesota Life Insurance Company St Paul, MN Oct 1986 - Current 37
C.r.i. Securities, Inc. Grand Rapids, MN Oct 1986 - Oct 2021 35
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1987
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for David A. Kellin
Phone Number: 310-257-7880
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    104,469
    MILLIONS
  • Total Number of Accounts
    423,554
    ACCOUNTS
  • Average Account Value
    $246,648
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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

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