Andrew Schuh Finlay

Employer firm

Kellett Wealth Advisors, LLC CRD 287571

$344M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Pension 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

• 08/2024 → 06/2026
  Plante Moran Financial Advisors
  Columbus, OH
• 05/2024 → 08/2024
  Old Warson Country Club
  St Louis, MO
• 08/2023 → 05/2024
  University Of Dayton
  Dayton, OH
• 06/2023 → 08/2023
  Plante Moran Financial Advisors
  Columbus, OH
• 02/2023 → 06/2023
  Ubs
  Kenwood, OH
• 05/2022 → 08/2022
  Ehm Inc.
  St Louis, MO
• 09/2021 → 01/2023
  University Of Dayton
  Dayton, OH
• 05/2021 → 08/2021
  Old Warson Country Club
  St Louis, MO
• 02/2021 → 05/2021
  Ruffalo Noel Levitz
  Dayton, OH
• 05/2020 → 08/2020
  Old Warson Country Club
  St Louis, MO
• 05/2019 → 08/2019
  Old Warson Country Club
  St Louis, MO
• 05/2018 → 08/2018
  Midwest Pool Management
  St Louis, MO
• 08/2020 → 05/2024
  University Of Dayton
  Dayton, OH
• 08/2016 → 05/2020
  St Louis University High School
  St Louis, MO
• 07/2026 → Present
  Kellett Wealth Advisors
  Cincinnatti , OH

Previous Registrations

• 2024-10-29 → 2026-06-01
  Plante Moran Financial Advisors
  Columbus, OH

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-10-28

Designations

• Certified Financial Planner