Chad Edwards Kelley

Employer firm

Alliance Wealth Advisors, LLC CRD 314668

$552M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars
• ASSET ALLOCATION SERVICES; ADVISORY CONSULTING

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

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

Current Employers

Employment History

• 06/2012 → 09/2018
  Uma Financial Services
  Salt Lake City, UT
• 09/2018 → 10/2018
  Dentist Advisors
  Salt Lake City, UT
• 11/2018 → 03/2022
  Uma Financial Services
  Salt Lake City, UT
• 04/2022 → Present
  Alliance Wealth Advisors, Llc
  Centerville, UT
• 03/2024 → Present
  Alliance Wealth Advisors, Llc
  Centerville, UT

Previous Registrations

• 2018-12-04 → 2022-04-05
  Physician Wealth Advisors, Inc.
  Salt Lake City, UT
• 2018-09-10 → 2018-10-25
  Dentist Advisors
  Salt Lake City, UT
• 2015-02-13 → 2018-09-07
  Physician Wealth Advisors, Inc.
  Salt Lake City, UT

Other Businesses

1) Independent insurance agent. Address is the same as office location. Investment-related. Position held-Insurance Agent. Nature of business Individual producer offering fixed life and annuities. 5 hrs per month all during securities trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-02-12

Designations

• Certified Financial Planner