Bradley Kellen
Bradley Kellen is a CFP-designated registered investment advisor at Founders Financial Securities, LLC, based in Matthews, NC, with 22 years of industry experience. Bradley is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Business Owners, Corporate Executives, Education Planning, and 8 more. Their firm serves 9,870 clients with $4.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.70% |
| $1M+ | 1.40% |
Fees vary by program and are negotiable. Maximum rates reach up to 2.75% depending on the specific program selected. The schedule reflects Private Wealth Solutions tiers; other programs charge flat percentage rates up to 2.75%.
Fee Estimator
Location
2409-B Plantation Center Drive, Matthews, NC, 28105
Get directionsHistory
Regulatory History
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
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
Founders Financial Securities, LLC
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations4 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.
Exams
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