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Chad William Kelley

Means Wealth Management

Bangor, ME

CRD 7853304

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Employer firm

Means Wealth Management CRD 2748

$1.59B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Pension consulting
  • Periodicals / newsletters
  • Educational seminars

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

Current Employers
Means Wealth Management

802 Stillwater Ave., Bangor, ME 04401-3614 • United States

Current Registrations

AuthorityCategoryStatusDate
ME RA APPROVED 2024-01-24
TX RA APPROVED 2024-01-19
  • ME RA
    APPROVED
    Since 2024-01-24
  • TX RA
    APPROVED
    Since 2024-01-19

Branch Locations

802 Stillwater Ave., Bangor, ME 04401-3614 • 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
OrganizationCityStateFromTo
Means Wealth Management Bangor ME 01/2024 03/2024
Bangor Savings Bank Bangor ME 12/2021 12/2023
Cross Insurance Center Bangor ME 04/2014 07/2018
Means Wealth Management Bangor ME 03/2024 04/2025
Means Wealth Management Bangor ME 04/2025 07/2026
Means Wealth Management Bangor ME 07/2026 Present
Bangor Savings Bank Bangor ME 07/2018 12/2021
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-12-27
  • S65 Uniform Investment Adviser Law Examination
    2023-12-27
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

UBS FINANCIAL SERVICES INC.
AMERIPRISE FINANCIAL SERVICES, LLC
MML INVESTORS SERVICES, LLC

Nearby Investors

AUDREY M WOOD
PETER THOMAS BUZZINI
DUSTIN KYLE ROEDER

Nearby Offices

UBS FINANCIAL SERVICES INC. · BANGOR, ME
UBS FINANCIAL SERVICES INC. · BANGOR, ME
AMERIPRISE FINANCIAL SERVICES, LLC · Bangor, ME

More in Bangor, ME

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