Tristan Raymond Kelly
Investment adviser representative at Avior Wealth Management, LLC
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$6.5BFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Avior Wealth Management, LLCJun 2022 to now
- UnemployedJan 2022 to Jun 2022
- Thrivent FinancialSep 2021 to Jan 2022
- Thrivent FinancialJun 2021 to Aug 2021
- StudentAug 2018 to Aug 2021
- Next Level Day CampMay 2017 to Aug 2018
- StudentMay 2013 to May 2017
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (MN).
Avior Wealth Management, LLC
$6.5BAssets managed
4,894Clients
68Advisers
17 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
- 7362798
- Firm CRD
- 148674