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Jeremie Sean Kelt

Pfg Advisors

Albuquerque, NM

Hendersonville, NC

CRD 7374230

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Employer firm

Pfg Advisors CRD 173344

$3.26B regulatory AUM 10 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Pfg Advisors

3200 N. Central Ave Suite #200, Phoenix, AZ 85012 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2023-06-06
NM RA APPROVED 2023-02-22
TX RA APPROVED 2023-02-21
  • NC RA
    APPROVED
    Since 2023-06-06
  • NM RA
    APPROVED
    Since 2023-02-22
  • TX RA
    APPROVED
    Since 2023-02-21

Branch Locations

2125 Wyoming Blvd. Ne Suite 107, Albuquerque, NM 87112 • United States

Hendersonville, NC • 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
Priority Financial Group Phoenix AZ 04/2021 Present
Ihn Family Legacy Planning Albuquerque NM 04/2021 Present
Securities America Papillion NE 04/2021 Present
Austin Emergency Center Austin TX 07/2022 05/2023
Complete Care Austin TX 07/2020 05/2023
Family Emergency Hospital Austin TX 10/2019 05/2022
Express Emergency Room Austin TX 11/2019 01/2020
Hca- Saint David's South Austin Medical Center Austin TX 08/2013 11/2019
  • 04/2021 → Present
    Priority Financial Group
    Phoenix, AZ
  • 04/2021 → Present
    Ihn Family Legacy Planning
    Albuquerque, NM
  • 04/2021 → Present
    Securities America
    Papillion, NE
  • 07/2022 → 05/2023
    Austin Emergency Center
    Austin, TX
  • 07/2020 → 05/2023
    Complete Care
    Austin, TX
  • 10/2019 → 05/2022
    Family Emergency Hospital
    Austin, TX
  • 11/2019 → 01/2020
    Express Emergency Room
    Austin, TX
  • 08/2013 → 11/2019
    Hca- Saint David's South Austin Medical Center
    Austin, TX
Other Businesses

DBA: iHn Family Legacy Planning, Inc.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-02-06
  • S65 Uniform Investment Adviser Law Examination
    2023-02-06
Designations
  • Certified Financial Planner

View on SEC IAPD

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