Advisor at U.S. Bancorp Advisors, LLC
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Firm
U.S. Bancorp Advisors, LLC
Location
Milwaukee, WI 53211
Credentials
Series 63, Series 65
Industry experience
10 years
Julie Kellner is a financial advisor with U.S. Bancorp Advisors, LLC in Milwaukee, WI. She holds Series 63 and Series 65 licenses and has 10 years of industry experience. Her prior roles include positions at U.S. Bancorp Investments, Inc., U.S. Bank, the Prudential Insurance Company of America, and Pruco Securities LLC. U.S. Bancorp Advisors, LLC provides investment advisory services through its Personal Portfolios Wrap Program to individuals, charitable organizations, businesses, and retirement accounts. The firm offers wrap-fee portfolio management using model strategies, separately managed accounts, and unified managed accounts, combining third-party investment managers and technology to implement client strategies.
Based on U.S. Bancorp Advisors, LLC
Based on U.S. Bancorp Advisors, LLC
Transaction-based charges or commissions may apply if implementing the financial plan through USBA brokerage services.
2303 N Farwell Ave
Milwaukee, WI 53211
Wisconsin
U.S. Bancorp Advisors, LLC
2026 - Present (1 year)
U.S. Bancorp Investments, Inc.
2016 - 2026 (10 years)
U.S. Bank
2016 - 2026 (10 years)
the Prudential Insurance Company of America
2014 - 2016 (2 years)
Pruco Securities LLc
2014 - 2016 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
New Berlin, WI
Disciplined Financial Services, Inc.
CFP®, CPA, PFS™
Brookfield, WI
Midwest Wealth Solutions LLC
Brian earned his Bachelor of Science degree from UW – La Crosse with a triple major in Accounting, Finance, & Economics. He has a Master's of Business Administration with a specialty in Finance from Marquette University and has post-graduate certificates from Cornell University SC Johnson graduate school of management in Executive Leadership & Leading Management Teams. Brian is a Certified Financial Planner, Certified Public Accountant, Personal Financial Specialist, Certified Global Managerial Accountant, and a Certified Project Management Professional. He started his career working in Public Accounting for a regional CPA firm for a number of years. Then Brian worked in the private sector for a large fortune 30 company and smaller corporations, holding positions in Corporate Finance, Internal Audit, and Strategic Management. After that Brian started his own firm Leben CPA LLC and now Brian is a principal at Midwest Wealth Solutions and CPA firm Lulloff, Leben & Taylor. Brian is an active member of the American Institute of Certified Public Accountants (AICPA) and the Wisconsin Institute of Certified Public Accountants (WICPA). In his spare time Brian loves the outdoors (biking, hiking, camping, downhill skiing), Sports (Packers, Brewers, Bucks), and enjoys spending time with his wife Megan and two young daughters.
ChFC®, Series 63, Series 66
Muskego, WI
Selerski Asset Management, LLC
Series 65
Glendale, WI
Erenda Capital
CFP®, Series 63, Series 66
Whitefish Bay, WI
Clarke Financial Counsel, LLC
CFP®
Milwaukee, WI
Hilltop Financial Advisors
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