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8944 Blue Ash Road, Cincinnati, OH 45242 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-06 |
| KY | RA | APPROVED | 2026-01-06 |
| TX | RA | APPROVED | 2023-02-28 |
| OH | RA | APPROVED | 2017-03-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Cincinnati | OH | 11/2008 | 03/2017 |
| Kellett Schaffner Wealth Advisors Llc | Cincinnati | OH | 04/2017 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 04/2017 | Present |
| Gnk Properties, Llc | Cincinnati | OH | 03/2017 | Present |
1. 3/2017 - KELLETT SCHAFFNER WEALTH ADVISORS, LLC - Investment Related Business- 8944 Blue Ash Road, Cincinnati, Ohio 45242- RIA- Owner- 25 hours/month- 20 during trading hours- Investment advisor, fee based practice. 2. 4/16/2013: NON-VARIABLE INSURANCE - SELL TERM LIFE INSURANCE. NOT A MAIN SOURCE OF INCOME OR GROWTH. DO NOT SOLICIT THE BUSINESS. - TIME SPENT 1% - CINCINNATI, OH. 3.* St.Xavier Highschool * Other - Coach * NOT INV REL * 600 W North Bend Rd, Cincinnati, OH 45224 * START 05/31/2018 * I will be the assistant varsity basketball coach * 10-12 HRS/Wk; 0 HRS/MO DURING SECS TRDG HRS. 4. 03/2017 * GNK Properties, LLC * CINCINNATI, OH * Managing Member * Firm owns the building from which the RIA conducts business. * 1hr per month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-11-10 |
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