David Allen Kellin

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 10/1986 → 10/2025
  North Star Consultants
  Minneapolis, MN
• 10/1986 → 10/2021
  C.R.I. Securities, Inc.
  Grand Rapids, MN
• 10/1986 → 10/2025
  Securian Financial Services, Inc.
  Grand Rapids, MN
• 10/1986 → 10/2025
  Minnesota Life Insurance Company
  St Paul, MN
• 07/2006 → Present
  Self Employed
  Grand Rapids, MN
• 08/2023 → 10/2025
  Cetera Wealth Services, Llc
  Grand Rapids, MN
• 08/2023 → 10/2025
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 10/2025 → Present
  Lpl Financial, Llc
  Grand Rapids, MN

Previous Registrations

• 2023-08-10 → 2025-10-17
  Cetera Investment Advisers Llc
  Grand Rapids, MN
• 2013-12-23 → 2023-08-10
  Securian Financial Services, Inc.
  Grand Rapids, MN
  Grand Rapids, MN
  Minneapolis, MN
  St. Paul, MN
• 2013-12-23 → 2021-10-18
  Cri Securities, Llc
  Grand Rapids, MN
  Grand Rapids, MN
  Minneapolis, MN

Other Businesses

1)07/31/2025 - Clairmont & McBride Financial - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s)

Exams

• S63 Uniform Securities Agent State Law Examination
  1987-03-06

Designations

• Chartered Financial Consultant