Kellett Wealth Advisors, LLC

Kellett Wealth Advisors, LLC (CRD# 287571) is a financial advisory firm headquartered in Cincinnati, OH. They manage $262,220,825 in 1,018 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
8944 Blue Ash Road, Cincinnati, OH 45242
https://www.linkedin.com/in/briankellett1/
By the Numbers
  • Total Assets Under Management
    262
    MILLION
  • Total Number of Accounts
    1,018
    ACCOUNTS
  • Average Account Value
    $257,584
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, FL, IN, KY, OH, TX

Financial Advisors at Kellett Wealth Advisors, LLC
Showing 1 - 4 of 4 top financial advisors.
1
David Bodnar, financial advisor Cincinnati OH
David P. Bodnar
CRD#: 1994752
8944 Blue Ash Road, Cincinnati, OH 45242

David Bodnar (CRD# 1994752) is an Investment Advisor Representative working at Kellett Wealth Advisors, LLC in Cincinnati, OH and has over 33 years of experience in the finance industry.

2
Brian Kellett, financial advisor Cincinnati OH
Brian A. Kellett
CRD#: 4781061
8944 Blue Ash Road, Cincinnati, OH 45242

Brian Kellett (CRD# 4781061) is an Investment Advisor Representative working at Kellett Wealth Advisors, LLC in Cincinnati, OH and has over 18 years of experience in the finance industry.

3
Mark Schaffner, financial advisor Cincinnati OH
Mark A. Schaffner
CRD#: 2675306
8944 Blue Ash Road, Cincinnati, OH 45242

Mark Schaffner (CRD# 2675306) is an Investment Advisor Representative working at Kellett Wealth Advisors, LLC in Cincinnati, OH and has over 28 years of experience in the finance industry.

4
Jared Kline, financial advisor Cincinnati OH
Jared B. Kline
CRD#: 7167305
8944 Blue Ash Road, Cincinnati, OH 45242

Jared Kline (CRD# 7167305) is an Investment Advisor Representative working at Kellett Wealth Advisors, LLC in Cincinnati, OH and has over 4 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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