David Paul Bodnar
Investment adviser representative at Kellett Wealth Advisors, LLC
37 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$344MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
37 years in the industry.
- Kellett Wealth Advisors, LLCJan 2021 to now
- Kellett Schaffner Wealth Advisors, LLCDec 2020 to now
- David Bodnar Advisors LLCDec 2010 to now
- Triad Advisors, Inc.Mar 2007 to now
- Professional Planning AssociatesDec 1989 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1991
State registrations
Registered as an investment adviser representative in 1 state (OH).
Kellett Wealth Advisors, LLC
$344MAssets managed
465Clients
4Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1994752
- Firm CRD
- 287571