Jeremie
Kelt

Pfg Advisors

CRD#7374230
Investment Advisor
in Albuquerque, NM

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About this Advisor

Jeremie Kelt is a financial advisor based in Albuquerque, New Mexico, working with Pfg Advisors. Jeremie has previously held positions at Priority Financial Group, Ihn Family Legacy Planning, Securities America, Austin Emergency Center, Complete Care, Family Emergency Hospital, Express Emergency Room, and Hca- Saint David's South Austin Medical Center. Jeremie has passed the Series 65 regulatory exam and is registered to provide services in New Mexico, North Carolina, and Texas. Currently, Jeremie is part of Pfg Advisors, which operates out of Albuquerque, New Mexico. The firm has 131 offices and 115 employees. The firm manages assets totaling $2.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Pfg Advisors includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2125 Wyoming Blvd. Ne Suite 107
Albuquerque, NM 87112

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Pfg Advisors Brokerage Details

Total Assets Under Management

$2,333,278,575

NM Average: $1,555,372,352
Total Number of Employees

115

NM Average: 37
Total Number of Accounts

11,752

NM Average: 1,370
Average Account Size

$198,543

NM Average: $1,135,308

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Jeremie Kelt Work History

2021 - Present (3 years)

Priority Financial Group

2021 - Present (3 years)

Ihn Family Legacy Planning

2021 - Present (3 years)

Securities America

2022 - 2023 (1 year)

Austin Emergency Center

2020 - 2023 (3 years)

Complete Care

2019 - 2022 (3 years)

Family Emergency Hospital

2019 - 2020 (1 year)

Express Emergency Room

2013 - 2019 (6 years)

Hca- Saint David'S South Austin Medical Center

Disclosures

Please visit the SEC profile of Jeremie Kelt to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Pfg Advisors

Eric Stelnick
Valencia, CA
Chad Walker
Phoenix, AZ
Timothy Mansell
Alameda, CA
Andrew Van Dyke
Eagle, ID
Mark Nickles
Phoenix, AZ
Bridgette Gavagan
Glendale, AZ
Ramona Maior
Phoenix, AZ
Robert Van Allen
Tempe, AZ

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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