David
Bodnar
Kellett Wealth Advisors, LLC
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About this Advisor
David Bodnar is a certified financial planner who works in Cincinnati, Ohio who has 2 years of relevant experience. Bodnar is an advisor for Kellett Wealth Advisors, LLC. Bodnar has gained experience at Professional Planning Associates, David Bodnar Advisors LLC, Triad Advisors, Inc and Kellett Schaffner Wealth Advisors, LLC. Bodnar maintains a Series 63 license, which qualifies them as a securities representative, and is able to serve investors in Ohio. Kellett Wealth Advisors, LLC is an advisory business that has its headquarters in Cincinnati, OH. It manages $229 million in assets between its 999 accounts, making it one of the mid-sized firms in the United States by assets under management. Of its 999 customer accounts, 21% are associated with high-net-worth clients who have at least $1 million in assets. The business offers a few services, including portfolio management for individuals and small businesses and pension consulting services. A financial advisor's fee schedules typically are based on the services. However, fees charged by Kellett Wealth Advisors, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Kellett Wealth Advisors, LLC Brokerage Details
$229,216,779
5
999
$229,446
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
David Bodnar Work History
David has been registered as a financial advisor for 2 years.*
Kellett Schaffner Wealth Advisors, LLC
David Bodnar Advisors LLC
Triad Advisors, Inc
Professional Planning Associates
*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 David Bodnar 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 Kellett Wealth Advisors, LLC
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
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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.