Bradley Joseph Kellen

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 07/2000 → Present
  Nelico
  Colorado Springs, CO
• 01/2013 → Present
  Cetera Advisors Llc
  Denver, CO
• 07/2013 → Present
  Elite Financial Services Inc.
  Colorado Springs, CO
• 03/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2003-04-15 → 2012-12-14
  New England Securities
  Colorado Springs, CO
  Colorado Springs, CO

Other Businesses

(1) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 12/11/2012 APX NUMBER OF HOURS PER WEEK: 8 APX NUMBER OF HOURS DURING TRADING HOURS: 6.25 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY, ANNUITIES AND LONG TERM CARE (2) NAME OF OTHER BUSINESS: MILLENNIUM FINANCIAL GROUP INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 12/12/2012 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: FINANCIAL ADVISOR (3) NAME OF OTHER BUSINESS: BIKERS AGAINST CHILD ABUSE; INVESTMENT RELATED: NO; ADDRESS: PO BOX 6552 COLORADO SPRINGS, CO 80934; NATURE OF BUSINESS: NON PORFIT; START DATE: 10/2025; POSITION/TITLE/RELATIONSHIP: INTERNATIONAL AGENCY LIAISON; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: CONDUCT EDUCATIONAL WORKSHOPS, SMALL GROUP PRESENTATIONS TO AGENCIES THAT ALSO WORK WITH ABUSED CHILDREN, OVERSEE THE AGENCY LIAISONS IN MULTIPLE COUNTRIES; (4) NAME OF OTHER BUSINESS: ELITE FINANCIAL SERVICES INC; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 7/2013; POSITION/TITLE/RELATIONSHIP: PRESIDENT; APX NUMBER OF HOURS PER WEEK: 0; APX NUMBER OF HOURS DURING TRADING HOURS:0; BRIEF DESCRIPTION OF DUTIES: PERSONAL S CORP FOR TAX REPORTING PURPOSES ONLY; (5) NAME OF OTHER BUSINESS: ASSOCIATION OF FINANCIAL EDUCATORS (AFE); INVESTMENT RELATED: NO; ADDRESS: 108 WILD BASIN ROAD S AUSTIN,TX 78746; NATURE OF BUSINESS: FINANCIAL EDUCATION; START DATE: 2/2022; POSITION/TITLE/RELATIONSHIP: MEMBER ; APX NUMBER OF HOURS PER WEEK: 1-2 ; APX NUMBER OF HOURS DURING TRADING HOURS: 1-2 ; BRIEF DESCRIPTION OF DUTIES: WORKS WITH CFPB, PROVIDE EDUCATIONAL WORKSHOPS FOR LOCAL EMPLOYERS ; (6) NAME OF OTHER BUSINESS: BIKERS AGAINST CHILD ABUSE - PIKES PEAK CHAPTER; INVESTMENT RELATED: NO; ADDRESS: PO BOX 6552 COLORADO SPRINGS, CO 80934; NATURE OF BUSINESS: NON PORFIT; START DATE: 10/2025; POSITION/TITLE/RELATIONSHIP: CHAPTER VICE PRESIDENT; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: FOCUS ON THE INTERNAL DAY-TO-DAY DETAILS OF THE CHAPTER ACTIVITIES AND THE MEMBERSHIP;

Exams

• S63 Uniform Securities Agent State Law Examination
  2005-12-09
• S65 Uniform Investment Adviser Law Examination
  2002-10-11

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Bradley Kellen