BK
CFP
BK
CFP

Bradley Phillip Kellen

21 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
113 advisors
Number of Clients
9,021 clients
Average Client Portfolio
$368K average
Assets Under Management
$3.3B

Fee Structure

Minimum Investment:$5K
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Location

2409-B Plantation Center Drive, Matthews, NC, 28105

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Bradley works as a financial advisor at Fairway Financial, providing financial planning and selling insurance products including variable annuities, long-term care (LTC) insurance, and variable life insurance. This takes about a quarter of his time.

Employment History
Current Registrations
Founders Financial Securities LLCBroker
October 2015 - Present · 10 yrs 4 mos
Founders Financial Securities, LLC
October 2015 - Present · 10 yrs 4 mos
Previous Registrations
LPL Financial LLCBroker
January 2009 - October 2015 · 6 yrs 9 mos
LPL Financial LLC
January 2009 - October 2015 · 6 yrs 9 mos
Ameriprise Financial Services, INC.
June 2004 - January 2009 · 4 yrs 7 mos
Ameriprise Financial Services, INC.Broker
June 2004 - January 2009 · 4 yrs 7 mos
Ids Life Insurance CompanyBroker
June 2004 - July 2006 · 2 yrs 1 mo
State Registrations4 states
MNNCNYSC
AdvisorBrokerBoth
Exams
No exam information available for this advisor.