Andrew Schuh Finlay
Investment adviser representative at Kellett Wealth Advisors, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$344MFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Kellett Wealth Advisors, LLCJul 2026 to now
- Plante Moran Financial AdvisorsAug 2024 to Jun 2026
- Old Warson Country ClubMay 2024 to Aug 2024
- Plante Moran Financial AdvisorsJun 2023 to Aug 2023
- UBSFeb 2023 to Jun 2023
- Ehm Inc.May 2022 to Aug 2022
- Old Warson Country ClubMay 2021 to Aug 2021
- Ruffalo Noel LevitzFeb 2021 to May 2021
- University of DaytonAug 2020 to May 2024
- Old Warson Country ClubMay 2020 to Aug 2020
- Old Warson Country ClubMay 2019 to Aug 2019
- Midwest Pool ManagementMay 2018 to Aug 2018
- St Louis University High SchoolAug 2016 to May 2020
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (OH).
Kellett Wealth Advisors, LLC
$344MAssets managed
465Clients
4Advisers
5 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
- 7698703
- Firm CRD
- 287571