Jeremie
Kelt

Pfg Advisors

CRD#7374230
Investment Advisor
in Albuquerque, NM

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About this Advisor

Jeremie Kelt is a financial advisor working out of Albuquerque, New Mexico. Kelt currently works for Pfg Advisors. The advisor has gained experience at Priority Financial Group, Ihn Family Legacy Planning, Securities America, Austin Emergency Center, Complete Care, Family Emergency Hospital, Express Emergency Room, Hca- Saint David'S South Austin Medical Center and Austin/Travis County Ems. Kelt has a Series 65 license, qualifying them as an investment advisor representative, and can serve investors in New Mexico and Texas. Pfg Advisors is a business that has its headquarters in Phoenix, AZ. It has offices in 129 locations and a total of 94 employees. It controls $2 billion in total assets across its 9,045 accounts, placing it among the biggest investment advisory firms in the nation by assets under management. Of its 9,045 client accounts, just 10% are held by high-net-worth investors who have at least $1 million in assets. Pfg Advisors performs a broad range of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial management typically are based on which services are offered. Fees charged by Pfg Advisors can be comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

less than 1 year

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

$1,835,590,579

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

94

NM Average: 37
Total Number of Accounts

9,045

NM Average: 1,370
Average Account Size

$202,940

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

Jeremie has been registered as a financial advisor for 0 years.*

2022 - Present (2 years)

Austin Emergency Center

2021 - Present (3 years)

Priority Financial Group

2021 - Present (3 years)

Ihn Family Legacy Planning

2021 - Present (3 years)

Securities America

2020 - Present (4 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

2005 - 2013 (8 years)

Austin/Travis County Ems

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

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

William Batie
Albuquerque, NM
Kyle Johnson
San Diego, CA
Heather Schara
Albuquerque, NM
Heather Metcalf
Springfield, OR
Blake Rorbach
Scottsdale, AZ
James Merkel
Tucson, AZ
John Griffith
Eugene, OR
James Vasquez
San Diego, CA

The content in this profile was updated by SmartAsset on 4/16/2023. 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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