Kent Vellen
Kent Vellen is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Medina, OH, with 17 years of industry experience. Kent 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
225 E. Liberty St, Suite 201, Medina, OH, 44256
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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
Kent sells fixed insurance with various companies, including life, health, disability, and long-term care insurance. He is also a financial professional for Wealth Health, LLC, dedicating about a quarter of his time to this role.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
Oneamerica Securities, INC.
Oneamerica Securities, INC.Broker
Hornor, Townsend & Kent, INC.
Hornor, Townsend & Kent, INC.Broker
New England Securities Corporation
New England SecuritiesBroker
PNC Investments
PNC InvestmentsBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
State Registrations5 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.