Bradley Joseph Kellen
Investment adviser representative at Cetera Investment Advisers LLC
26 yearsExperience
2 statesRegistered in
ChFC®, CFP® certificationDesignations
$256.8BFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
26 years in the industry.
- Cetera Investment Advisers LLCMar 2024 to now
- Elite Financial Services Inc.Jul 2013 to now
- Cetera Advisors LLCJan 2013 to now
- NelicoJul 2000 to now
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2002
- Series 63 · Uniform Securities Agent State Law2005
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 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
- 3193258
- Firm CRD
- 105644