LK
LK

Landon Kelly

1 Year of Experience
Southfield, MI
Broker

Landon Kelly is a registered investment advisor at Cetera Investment Advisers LLC, based in Southfield, MI, with 1 years of industry experience. Landon 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

20750 Civic Center Drive Suite 590, Southfield, MI, 48076

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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

Landon works as a financial advisor for Wealth Strategies Financial Group, providing financial services. This activity takes up a full-time commitment.

Employment History
Current Registrations
Cetera Investment Advisers LLC
December 2024 - Present · 1 yr 5 mos
Cetera Wealth Services, LLCBroker
September 2024 - Present · 1 yr 8 mos
State Registrations2 states
MIOH
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.
Landon Kelly - Financial Advisor | TrueAdvisor