Brendan Michael Kelly

Employer firm

Independent Financial Partners CRD 125112

$16.3B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars
• NON-DISCRETIONARY INVESTMENT ADVICE

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2012 → 07/2018
  Lpl Financial Llc
  Berwyn, PA
• 08/2012 → 07/2018
  Independent Financial Partners
  Berwyn, PA
• 07/2018 → 08/2024
  Alera Investment Advisors, Llc
  Deerfield, IL
• 07/2018 → 08/2024
  Triad Advisors
  Norcross, GA
• 09/2024 → Present
  Ifp Securities, Llc
  Tampa, FL

Previous Registrations

• 2018-07-03 → 2024-04-11
  Alera Investment Advisors, Llc
  Downingtown, PA
  Deerfield, IL
  Berwyn, PA
• 2012-08-01 → 2018-10-12
  Independent Financial Partners
  Berwyn, PA
  Berwyn, PA
  Villanova, PA
• 2012-04-26 → 2012-07-30
  Osaic Fa, Inc.
  Berwyn, PA
  Exton, PA
  Cherry Hill, NJ
  Exton, PA
  Exton, PA

Other Businesses

(1) Life Insurance Brokerage – investment related – 305 Brey Hill Lane – life insurance brokerage – agent/sole proprietor – start date Jan 10, 1992 – 1 hour/month – periodically brokers and places life insurance coverage for clients, including coverage placed outside of IFP when appropriate; compensated by commission (2) Wilson Smith Golf League – not investment related – 715 Jefferson Road, Bryn Mawr, PA 19010 – non-profit recreational golf league – board member – start date May 1, 2026 – 1 hour/month – participates in quarterly board meetings, assists with growing the league, and addresses matters affecting league competitions and operations

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-09-16
• S63 Uniform Securities Agent State Law Examination
  1992-03-27