Kellen Robert Fritch
Investment adviser representative at Florida Financial Advisors, LLC
11 yearsExperience
2 statesRegistered in
$456.1MFirm 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 assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Trinity Wealth Securities, LLCDec 2025 to now
- Florida Financial Advisors, LLCSep 2025 to now
- Florida Financial Advisors dba Four Corners Financial AdvisorsSep 2025 to now
- The Duck StoreJun 2023 to Sep 2025
- Full-time StudentSep 2022 to Jun 2023
- On the Run Delivery IncJun 2022 to Sep 2022
- Full-time StudentJul 2021 to Jun 2022
- TopgolfAug 2019 to Jul 2021
- UnemployedAug 2018 to Aug 2019
- Sugarfire SmokehouseJun 2018 to Aug 2018
- UnemployedSep 2015 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 2 states (AZ, FL).
Florida Financial Advisors, LLC
$456.1MAssets managed
3,005Clients
842Advisers
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
- 8165457
- Firm CRD
- 288811