Kellen Blaise Beard
Investment adviser representative at United Advisor Group
10 yearsExperience
1 stateRegistered in
$1.4BFirm assets
3 yearsFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- United Advisor GroupAug 2026 to now
- United Advisors Group dba Ascension Financial PartnersAug 2026 to now
- Granite Retirement and Tax Advisory LLCJan 2019 to now
- Virtue Capital Management, LLCJun 2019 to Aug 2026
- Granite Retirement and Tax Advisory LLCFeb 2017 to Dec 2018
- Jack Keeter & AssociatesOct 2016 to Apr 2019
- Granite Retirment and Regen TaxJan 2016 to Feb 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (TN).
United Advisor Group
Legal name: United Advisor Group, LLC
$1.4BAssets managed
6,600Clients
58Advisers
3 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
- 6723771
- Firm CRD
- 324205