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Sara Maria Kellenberger

Equitable Advisors, LLC

Troy, MI

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Current Employers
Equitable Advisors, Llc

1345 Avenue Of The Americas, New York, NY 10105 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2026-01-08
  • MI RA
    APPROVED
    Since 2026-01-08

Branch Locations

201 W Big Beaver Road Suite 300, Troy, MI 48084 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Dfcu Financial/Cuso Financial Services Dearborn MI 09/2020 07/2024
Dfcu Financial Dearborn MI 11/2005 09/2020
St. Vincent Pallotti Parish Wyandotte MI 09/2024 11/2024
Progressive Wealth Group Dearborn MI 02/2025 Present
Equitable Advisors, Llc New York NY 12/2025 Present
  • 09/2020 → 07/2024
    Dfcu Financial/Cuso Financial Services
    Dearborn, MI
  • 11/2005 → 09/2020
    Dfcu Financial
    Dearborn, MI
  • 09/2024 → 11/2024
    St. Vincent Pallotti Parish
    Wyandotte, MI
  • 02/2025 → Present
    Progressive Wealth Group
    Dearborn, MI
  • 12/2025 → Present
    Equitable Advisors, Llc
    New York, NY
Other Businesses

POA FOR ROBERT K. KELLENBERGER CO-TRUSTEE/SPOUSE.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-06-20
S63 Uniform Securities Agent State Law Examination 2022-09-26
  • S66 Uniform Combined State Law Examination
    2025-06-20
  • S63 Uniform Securities Agent State Law Examination
    2022-09-26
Other Names
  • Sara Maria Aftanas

View on SEC IAPD

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SPC
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STRAIGHTLINE
MAXWELL INVESTMENT ADVISORY SERVICES

Other Investors

MATTHEW PAUL COOK
AMY LYNN ROBERTS
MICHAEL A JUSTIN
BRUCE CRAIG GREENING
STEVEN THOMAS MARLETTE
MICHAEL DAVID VICHUNAS
Quinn J Wright
DAVID JAMES SMOLAREK

Other Offices

COOK & ASSOCIATES · TROY, MI
LPL FINANCIAL LLC · TROY, MI
LPL FINANCIAL LLC · TROY, MI
STATE FARM INVESTMENT MANAGEMENT CORP. · Troy, MI
SPC · Troy, MI
CETERA INVESTMENT ADVISERS LLC · TROY, MI
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Troy, MI
STRAIGHTLINE · TROY, MI

More in Troy, MI

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