John Kellar is a registered investment advisor at Wells Fargo Advisors, based in Naples, FL, with 40 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
5811 Pelican Bay Blvd, Ste 600, Naples, FL, 34108
Get directionsHistory
Regulatory History (6)
Customer Dispute
April 2020Customer Dispute
April 2018Customer Dispute
February 2014Customer Dispute
April 2008Customer Dispute
February 2004Customer Dispute
November 1998Other Business Activities
John owns 100% of Adaptive Investors, LLC, but it is transitioning and not currently active. He also serves as trustee for his father's trust and the Adaptive Investors, LLC 401k, dedicating minimal time to these roles.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
Dean Witter Reynolds INC.Broker
Morgan Keegan & Company, INC.Broker
Raymond James & Associates, INC.Broker
Painewebber IncorporatedBroker
State Registrations23 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.