AK
CFA · CFP
AK
CFA · CFP

Andrew Michael Kelen

13 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningBusiness Owners
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
495 advisors
Number of Clients
12,116 clients
Average Client Portfolio
$202K average
Assets Under Management
$2.5B

Fee Structure

Minimum Investment:$50K
Loading...

Location

9515 Deereco Road, Suite 715, Timonium, MD, 21093

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Andrew is an agent with Worthington Financial Partners, licensed to sell life and health insurance, dedicating full-time hours to this role. He is also a director at Sortino Financial Group and Sortino Financial LLC, providing insurance advice and marketing, and selling life, disability, health, and long-term care insurance, taking about half of his time for each role.

Employment History
Current Registrations
Esi Financial Advisors
July 2012 - Present · 13 yrs 7 mos
Equity Services, INC.Broker
February 2012 - Present · 14 yrs
State Registrations17 states
CADCDEFLGAMDMEMIMTNJOHPASCTXVAVTWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.