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Chad William Kelley

Means Wealth Management

Bangor, ME

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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

View on SEC IAPD

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AMERIPRISE FINANCIAL SERVICES, LLC
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OSAIC WEALTH, INC.
USA FINANCIAL SECURITIES LLC
LPL FINANCIAL LLC
EDWARD JONES
BIRCHBROOK

Other Investors

AUDREY M WOOD
PETER THOMAS BUZZINI
DUSTIN KYLE ROEDER
KIRSTEN L ISMAIL
KELLY E SCHEETZ
Kathleen Marie Shane
KAREN BLODGETT LAMBERTON
MICHAEL RICHARD RICHARD CORMIER

Other Offices

UBS FINANCIAL SERVICES INC. · BANGOR, ME
UBS FINANCIAL SERVICES INC. · BANGOR, ME
AMERIPRISE FINANCIAL SERVICES, LLC · Bangor, ME
MML INVESTORS SERVICES, LLC · BANGOR, ME
OSAIC WEALTH, INC. · BANGOR, ME
USA FINANCIAL SECURITIES LLC · Bangor, ME
LPL FINANCIAL LLC · BANGOR, ME
EDWARD JONES · BANGOR, ME

More in Bangor, ME

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