Daniel Christian Kelley
Investment adviser representative at Clover Leaf Financial LLC
13 yearsExperience
1 stateRegistered in
$75MFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Clover Leaf Financial LLCJun 2025 to now
- LPL Financial LLCJun 2020 to now
- Cetera Advisor Networks LLCSep 2019 to May 2020
- Summit Financial Group IncNov 2018 to May 2020
- Summit Brokerage Services, Inc.Oct 2018 to Sep 2019
- Cadaret, Grant & Co., Inc.Apr 2017 to Nov 2018
- Clover Leaf Financial, LLC.Apr 2014 to May 2020
- LPL Financial LLCJan 2013 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 65 · Uniform Investment Adviser Law2011
State registrations
Registered as an investment adviser representative in 1 state (FL).
Clover Leaf Financial LLC
$75MAssets managed
223Clients
2Advisers
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
- 5459417
- Firm CRD
- 335751