Evan Thomas Kellenberger
Investment adviser representative at Advisory Solutions Group
15 yearsExperience
1 stateRegistered in
$408.4MFirm assets
Under 1 yearFirm in business
Are you Evan Thomas Kellenberger? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Advisory Solutions GroupMar 2026 to now
- Wealth Enhancement GroupMar 2026 to now
- Focuspoint Solutions, IncApr 2011 to Feb 2026
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 1 state (OH).
Advisory Solutions Group
Legal name: Advisory Solutions Group, LLC
$408.4MAssets managed
807Clients
42Advisers
Under 1 yearIn 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
- 2389907
- Firm CRD
- 339919