Brian Kelso is a registered investment advisor, based in Kalona, IA, with 22 years of industry experience.
Location
208 Fifth St, Kalona, IA, 52247
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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
Brian is involved in several business activities, including owning a storage rental building, working as an independent insurance agent, and serving as president of Kelso Advisors Inc. He also holds positions at Financial Concepts LLC, CIRA, BFS Kalona LLC, and BFS Kalona Real Estate, LLC, and is a member of the Rotary Club and a notary.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
State Registrations11 states
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