Scott E Kelly

Current Employers

Employment History

• 07/1999 → 02/2018
  Kelly Financial Inc.
  Madison, WI
• 09/2010 → 02/2018
  Valmark Securities, Inc.
  Akron, OH
• 10/2010 → 02/2018
  Valmark Advisers, Inc.
  Akron, OH
• 02/2018 → 03/2022
  Kestra Financial, Inc.
  Madison, WI
• 03/2022 → 08/2024
  Triad Advisors
  Norcross, GA
• 04/2022 → 12/2025
  Gallagher Fiduciary Advisors, Llc
  Madison, WI
• 08/2024 → 12/2025
  Osaic Wealth, Inc.
  Madison, WI
• 01/2026 → Present
  Valmark Securities
  Akron, OH
• 01/2026 → Present
  Valmark Advisers
  Akron, OH

Previous Registrations

• 2022-04-11 → 2026-01-02
  Gallagher Fiduciary Advisors, Llc
  Madison, WI
• 2018-02-07 → 2022-04-06
  Kestra Advisory Services, Llc
  Madison, WI
  Austin, TX
• 2010-10-07 → 2018-02-07
  Valmark Advisers, Inc.
  Madison, WI
• 1998-03-10 → 2010-10-08
  Walnut Street Securities, Inc.
  Sun Prairie, WI
  Madison, WI
  Madison, WI
  Madison, WI
  Madison, WI
  Madison, WI
  Madison, WI
  Middleton, WI
  Blanchardville, WI
  Verona, WI
  Madison, WI
  Fitchburg, WI
  Madison, WI
• 2000-05-04 → 2006-11-02
  Walnut Street Advisers Inc
  Madison, WI

Other Businesses

1.Avante Properties - owner of real estate development and management company./// 2.FTC Holdings, Inc. ;Investment related: yes; 120 E Lakeside St, Ste 200, Madison, WI 53715; Nature or Structure of Business: S Corp Entity created for real estate investments. Brother is the other member. Currently holds four properties, Avante Properties, LLC, FTC Retail East, LLC, FTC Retail West, LLC, and Fitchburg Technology Campus, LLC. No Additional investments intended, but FTC is also managing member in GS Kelly Holding LLC; Position: Member; Start date: 04/01/2002; hours per month: 1; securities trading hours 1; Duties: Few actual duties, taxes are filed for entity, OBA is for ownership and taxation purpose./// 3.GS Kelly Holdings, LLC ; Investment related: yes; 120 E Lakeside St, Ste 200, Madison, WI 53715; Nature or Structure of Business: Real Estate Holding Company (LLC), holding several apartment buildings. All FL assets/other entities Roll up into GS Kelly Holdings as an estate planning vehicle; Position: Manager; Start date: 11/02/2020; hours per month: 20; securities trading hours 1; Duties: Manager./// 4.SJK Ventures, LLC ; Investment related: yes; 120 E Lakeside St, Ste 200, Madison, WI 53715; Nature or Structure of Business: LLC established and owned 50/50 with Brother as other member to make Joint Private Investments; Position: Managing Member; Start date: 01/01/2014; hours per month: 10; securities trading hours .5; Duties: Private Security Transactions.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-11-23
• S63 Uniform Securities Agent State Law Examination
  1984-10-23