Todd Michael Kelly

Current Employers

Employment History

• 10/2014 → Present
  Securities Management & Research, Inc.
  Cincinnati, OH
• 10/2014 → Present
  Bfc Planning
  Cincinnati, OH

Previous Registrations

• 2013-10-17 → 2014-10-27
  Summit Financial Group Inc
  Loveland, OH

Other Businesses

1.CUMULUS CAPITAL WEALTH ADVISORS-N-CINCINNATI,OH-REGISTERED REP-10/2014-120-120-SELLING FIXED INSURANCE PRODUCTS INCLUDING TERM,LTC AND VOLUNTARY SUPPLEMENT. 2. CUMULUS COLLEGE PLANNING-N-CINCINNATI, OH-PARTNER-11/2014-50-15-COLLEGE PLANNING FOR CLIENTS WHICH INCLUDES MARKETING, REPORTING AND SERVICES. 3 . JACOB REAL PROPERTIES, LTD, DBA COLUMBIA FINANCIAL SERVICES-N-CINCINNATI, OH-LOAN ORIGINATOR/SERVICER/REFERRAL AGENT-10/2014-4-.25-OFFER CLIENTS REFINANCING, OPENING NEW LINES OF CREDITS AND OCCASIONALLY NEW MORTGAGES FOR. 4. CUMULUS CAPITAL PROTECTION-Y-CINCINNATI, OH-INSURANCE-PARTNER-11/2014-16-1-SALE OF INS. AND FIXED INS. PRODUCTS. 5. CUMULUS COLLEGE QUEST, LLC-N-CINCINNATI, OH-PARTNER-02/2015-04-04-PROVIDE RECORDED TRAINING TO FINANCIAL PROFESSIONALS ON HOW TO USE COLLEGE PLANNING AS A MARKETING TOOL. 6. COLLEGE COST NAVIGATOR, INC.-N-CINCINNATI, OH-PARTNER-02/2011-4-2-Web-based software company that provides reports for advisers to provide clients that help project out of pocket expenses for college for their clients. 7. Apologia Publishing, LLC- N- Cincinnati, OH- Book Publishing- Statutory Agent- 03/2026- 0- 0- Designated to accept any legal process, notice or entity that is served upon the company and would be responsible for sharing this information with the LLC.

Exams

• S66 Uniform Combined State Law Examination
  2013-10-11