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Andrew Kellogg

15 Years of Experience
Chelsea, MI
Broker

Andrew Kellogg is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Chelsea, MI, with 15 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

1171 S Main Street, Suite 6, Chelsea, MI, 48118

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Andrew works as an independent contractor for Bison Wealth Planners, managing client requests and needs. This takes about half of Andrew's time.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
October 2013 - Present · 12 yrs 7 mos
Raymond James Financial Services, INC.Broker
February 2013 - Present · 13 yrs 3 mos
Previous Registrations
First Investors CorporationBroker
March 2010 - February 2013 · 2 yrs 11 mos
State Registrations25 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.