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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-01-19 |
Branch Locations
4140 E Baseline Road Suite 101, Mesa, AZ 85206 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Krell Financial Group | Teppe | AZ | 03/2007 | Present |
| Questar Capital Corporation | Minneapolis | MN | 09/2013 | 03/2019 |
| Questar Asset Management | Minneapolis | MN | 09/2013 | 03/2019 |
| Woodbury Financial Services, Inc. | Gilbert | AZ | 03/2019 | 01/2024 |
| Woodbury Financial Services, Inc. | Gilbert | AZ | 03/2019 | Present |
| Osaic Wealth, Inc. | Gilbert | AZ | 01/2024 | Present |
1) THE YARD CIGAR BAR. POSITION: Partner. NATURE: Cigar bar with cigar sales. Future beer and wine sales at this location. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2015 ADDRESS: 1981 W Elliot Rd, Chandler AZ 85224 DESCRIPTION: Partner. 2) STICKLER WEBB INSURANCE POSITION: Insurance Agent NATURE: I sold my insurance agency to Stickler Webb Insurance, and they asked me to stay on as a insurance producer for Property and Casualty business. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/02/2025 ADDRESS: 6630 E Baseline Rd Ste 104, Mesa AZ 85204, United States DESCRIPTION: Refer business over when and if I get a lead. 3) HUNTER HOLDINGS DBA: KRELL WEALTH MANAGEMENT POSITION: Member NATURE: LLC filed as an S-Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 05/23/2025 ADDRESS: 3303 E Baseline Rd Ste 106, Gilbert AZ 85234, United States DESCRIPTION: The name I am going to use going forward is Krell Wealth Management. The company is Hunter Holdings LLC. DBA Krell Wealth Management. I will be doing wealth management, and it will include real estate as well. 4) LICENSED REALTOR WITH AXEN REALTY LLC POSITION: Independent Contractor NATURE: The nature of the business is a real estate company. I am now a licensed Real Estate salesperson, and I am an independent contractor hanging my real estate license with Axen Realty. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 07/15/2025 ADDRESS: 5559 S Sossaman Rd, Mesa AZ 85212, United States DESCRIPTION: I am doing this primarily for my family to buy and sell real estate or lease real estate. I will also help some friends if they want me to. 5) KRELL REAL ESTATE HOLDINGS LLC POSITION: Managing Member NATURE: LLC. Holding company for some real estate we own. We will be renting out a commercial building and our accountant suggested we use a LLC. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/16/2025 ADDRESS: 4449 E Encinas Ave, Gilbert AZ 85234, United States DESCRIPTION: Collect rents and deposit monies into bank account. Act as property manager.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-11-12 |
| S66 | Uniform Combined State Law Examination | 2000-06-05 |
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