Bradley Kellen
Bradley Kellen is a CFP, ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Colorado Springs, CO, with 26 years of industry experience. Bradley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
3204 N. Academy Blvd Ste 310, Colorado Springs, CO, 80917
Get directionsHistory
Regulatory History (1)
Criminal
April 1989Other Business ActivitiesSells Insurance
Bradley sells fixed insurance products including life, health, disability, annuities, and long-term care, dedicating a few hours per week. He is also a financial advisor with Millennium Financial Group, spending nearly full-time on this role, and is the president of Elite Financial Services Inc, a personal S corp for tax reporting purposes only.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
New England Securities Corporation
New England SecuritiesBroker
Nylife Securities INC.Broker
State Registrations11 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.