David Paul Bodnar

Employer firm

Kellett Wealth Advisors, LLC CRD 287571

$344M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/1989 → Present
  Professional Planning Associates
  Cincinnati, OH
• 12/2010 → Present
  David Bodnar Advisors Llc
  Cincinnati, OH
• 03/2007 → Present
  Triad Advisors, Inc.
  Cincinatti, OH
• 12/2020 → Present
  Kellett Schaffner Wealth Advisors, Llc
  Cincinnati, OH

Previous Registrations

• 2011-01-13 → 2020-12-31
  David Bodnar Advisors Llc
  Cincinnati, OH
  Cincinnati, OH
• 2006-01-24 → 2010-12-31
  David Bodnar Advisors Llc
  Cincinnati, OH
• 1999-11-26 → 2007-04-02
  Advantage Capital Corporation
  Cincinnati, OH
  Cincinnati, OH

Other Businesses

1. DAVID BODNAR ADVSIORS, LLC, INVESTMENT RELATED; 6725 MIAMI AV, SUITE 101, CINCINNATI, OH 45243; RIA; PRESIDENT/OWNER/COMPLIANCE OFFICER; 2006; 100HRS/MONTH; 3HRS/DAY; INVESTMENT ADVISORY FEES AND PLANNING AND CONSULTING FEES; MANAGE THE SALES AND SERVICE OF CLIENTS UNDER OUR RIA 2. PROFESSIONAL PLANNING ASSOCIATES; NOT INVESTMENT RELATED;6725 Miami Ave,Suite 101,Cincinnati,OH 45243; INSURANCE PRODUCTS AND SERVICES; PRESIDENT/OWNER;1996; 40 HRS/MO; 2HRS/DAY; COMMISSIONS; SALES AND SERVICE OF INSURANCE RELATED PRODUCTS LIEF, HEALTH LONG THERM CARE 3)Kellett Schaffner;investment related;8944 Blue Ash Rd,Cincinnati,OH 45242;RIA;senior vp;12/15/2020;40 hrs/month;1 hr during trading;client portfolio management,sales

Exams

• S63 Uniform Securities Agent State Law Examination
  1991-01-21

Designations

• Certified Financial Planner

Other Names

• David P Bodnar