Finn G Kelln
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
11 yearsExperience
2 statesRegistered in
$1.8TFirm assets
47 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 assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Bank of America, N.AJun 2024 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2024 to now
- Ameriprise Financial Services, LLCMar 2022 to Mar 2024
- Sherwin-williamsApr 2021 to Mar 2022
- BecuJun 2019 to Nov 2019
- Pacific Lutheran UniversityFeb 2019 to Feb 2021
- Wag WalkingJan 2019 to Jul 2019
- Macdonald-millerJun 2018 to Aug 2018
- Mcbride Construction Resources Inc.Jun 2017 to Aug 2017
- Pacific Lutheran UniversitySep 2015 to Dec 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
Merrill Lynch, Pierce, Fenner & Smith Incorporated
$1.8TAssets managed
1,838,984Clients
25,558Advisers
47 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
- 7513491
- Firm CRD
- 7691