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Neil Kellen

1 Year of Experience
Golden, CO
Broker

Neil Kellen is a registered investment advisor at Cetera Investment Advisers LLC, based in Golden, CO, with 1 years of industry experience. Neil 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

14143 Denver West Parkway, Suite 100, Golden, CO, 80401

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Neil works as a financial professional for Alpine Wealth Management, dedicating full-time hours to financial services. He also works as an area sales manager for Warzish III LLC and as a personal trainer for XCAL Shooting Sports and Fitness, spending about 10-20% of his time on the latter.

Employment History
Current Registrations
Cetera Investment Advisers LLC
January 2025 - Present · 1 yr 4 mos
Cetera Advisors LLCBroker
October 2024 - Present · 1 yr 7 mos
State Registrations4 states
AZCOPAVA
AdvisorBrokerBoth

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
No exam information available for this advisor.