Michael Kellner (CRD# 7154892) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Janesville, WI and has 1 year of experience in the finance industry.
CRD# 5936170
Adler Financial
CRD# 2088227
Cetera Investment Advisers LLC
CRD# 5354977
Madison Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Janesville, WI | Jan 2024 - Current | < 1 |
| J. P. Morgan Securities LLC | Janesville, WI | Apr 2022 - Jan 2024 | 1 |
| Jpmorgan Chase Bank N.a. | Janesville, WI | Apr 2022 - Jan 2024 | 1 |
| Johnson Wealth Inc. | Janesville, WI | Dec 2021 - Apr 2022 | < 1 |
| Johnson Bank | Janesville, WI | Oct 2019 - Mar 2022 | 2 |
| Lpl Financial LLC | Janesville, WI | Oct 2019 - Sep 2021 | 1 |
| Wells Fargo Clearing Services, LLC | Madison, WI | Jul 2019 - Oct 2019 | < 1 |
| Wells Fargo Bank, Na | Madison, WI | Nov 2017 - Oct 2019 | 1 |
| Bmo Harris Bank | West Bend, WI | May 2017 - Nov 2017 | < 1 |
| Florian Park | Germantown, WI | May 2017 - Jul 2017 | < 1 |
| Hexeco, Inc. | Berlin, WI | Feb 2015 - Apr 2017 | 2 |
| Tank Technology Inc. | Princeton, WI | Jul 2014 - Dec 2014 | < 1 |
| Unemployed | Madison, WI | Jun 2014 - Jun 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2022 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2024 |
- TX
- WI
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Total Assets Under Management818,776MILLIONS
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Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, VT, WA, WI, WV, WY
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