Kellen Blaise Beard

Employer firm

United Advisor Group CRD 324205

$1.43B regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Selection of other advisers
Educational seminars

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

Current Employers

United Advisor Group

8170 Corporate Park Dr. Suite 300, Cincinnati, OH 45242 • United States

Current Registrations

Authority	Category	Status	Date
TN	RA	APPROVED	2026-08-28

TN RA
APPROVED

Since 2026-08-28

Branch Locations

318 E College St, Dickson, TN 37055 • United States

8170 Corporate Park Dr. Suite 300, Cincinnati, OH 45242 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Jack Keeter & Associates	Anaheim	CA	10/2016	04/2019
Granite Retirment And Regen Tax	Dickson	TN	01/2016	02/2017
Granite Retirement And Tax Advisory Llc	Dickson	TN	02/2017	12/2018
Virtue Capital Management, Llc	Brentwood	TN	06/2019	08/2026
Granite Retirement And Tax Advisory Llc	Dickson	TN	01/2019	Present
United Advisors Group Dba Ascension Financial Partners	Brentwood,	TN	08/2026	Present

10/2016 → 04/2019

Jack Keeter & Associates

Anaheim, CA
01/2016 → 02/2017

Granite Retirment And Regen Tax

Dickson, TN
02/2017 → 12/2018

Granite Retirement And Tax Advisory Llc

Dickson, TN
06/2019 → 08/2026

Virtue Capital Management, Llc

Brentwood, TN
01/2019 → Present

Granite Retirement And Tax Advisory Llc

Dickson, TN
08/2026 → Present

United Advisors Group Dba Ascension Financial Partners

Brentwood,, TN

Previous Registrations

2019-06-04 → 2026-08-28

Virtue Capital Management, Llc

Dickson, TN

Brentwood, TN
2016-11-01 → 2019-04-25

Retirementadvice | Jka

Dickson, TN

Anaheim, CA

Other Businesses

1. GRANITE RETIREMENT AND TAX ADVISORY LLC , Title: INDEPENDENT TAX ASSOCIATE, Description: PROVIDES TAX SERVICES, Start Date: 01/01/2019, Address: 318 E. COLLEGE STREET, DICKSON TENNESSEE , Investment-related? NO, Hours per month: 100, During trading hours: 100 2. SCENIC CONSTRUCTION , Title: CONSTRUCTION SOLE PROPRIETORSHIP , Description: SUBCONTRACTOR RUN TRACTOR/EXVATOR, MISC. DUTIES , Start Date: 06/01/2019, Address: 1740 SCENIC LANE CENTERVILLE, TN 37033 , Investment-related? NO, Hours per month: 10, During trading hours: 2 3. B2P LLC , Title: MEMBER, Description: PARTNERSHIP LLC DEALS WITH RENTAL PROPERTIES , Start Date: 05-01-2020, Address: 1740 SCENIC LANE CENTERVILLE TN 37033, Investment-related? NO, Hours per month: 1, During trading hours: 0 4. MAXOR NATIONAL PHARMACY , Title: ACCOUNT MANAGER , Description: PHARMACY MANAGMENT DUTIES - WORKING WITH PHARMACY OWNERS MANAGING INTERNAL FINANCIALS, Start Date: 04-26-2021, Address: 320 S POLK ST STE 701 AMARILLO TX 79101 , Investment-related? NO, Hours per month: 50, During trading hours: 40