Advisor at Kellam Insurance and Financial Services LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Kellam Insurance and Financial Services LLC
Location
Midway, UT
Credentials
Series 63, Series 65
Industry experience
23 years
Reid Kellam is the principal of Kellam Insurance and Financial Services LLC, an independent firm based in Midway, Utah. He holds Series 63 and Series 65 licenses and has 23 years of industry experience. Since founding his firm in 2013, Kellam has also maintained an active insurance brokerage practice, dedicating approximately 40% of his time to selling fixed life, long-term care, and other insurance products. Kellam Insurance and Financial Services provides nondiscretionary asset management and financial services to self-employed business owners, individuals, and high-net-worth clients. The firm employs a long-term buy-and-hold investment approach informed by fundamental and cyclical analysis and also recommends insurance products as part of its offerings.
Based on Kellam Insurance and Financial Services LLC
$0+: 1.00% annually on all portfolio sizes (except Morningstar Managed Portfolios) Not specified - Not specified: 1.40% to 1.70% annually for assets under Morningstar Managed Portfolios (depending on portfolio strategy)
Commissions received from sales of insurance products; advisory fee not reduced by commissions.
Account minimum: $50,000 (negotiable based on circumstances); $100,000 minimum for accounts utilizing ETFs (also negotiable)
Midway, UT
Utah
Kellam Insurance and Financial Services LLC
2013 - Present (13 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.
Is not active or affiliated with:
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.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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.
CFP®, Series 63, Series 66
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Balanced Capital
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Series 66
Heber City, UT
John McAndrew Financial Advisors LLC
Series 65
Heber, UT
Nibley Financial LLC
Series 65
Heber City, UT
Redgrove Capital LLC.
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