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Katherine Miller Kellen

THE Huntington Investment Co.

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About Katherine Miller Kellen

Katherine Kellen is a financial advisor with over 20 years of experience in the industry. Katherine is a Certified Financial Planner™ and has held Series 63, 66 and 7 licenses. Katherine is currently registered with The Huntington Investment Co. and is located in Chicago, IL. Katherine previously worked with WELLS FARGO CLEARING SERVICES, LLC and WELLS FARGO INVESTMENTS, LLC. Katherine provides portfolio management services to individuals, corporations and businesses. Katherine also assists with financial planning and selection of other advisors.

Firm Information

Katherine Kellen is currently registered with THE Huntington Investment Co.. THE Huntington Investment Co. is a Corporation headquartered in COLUMBUS, OH. It is a registered investment advisor with the SEC and in 53 states. They have approximately 5196750113 in regulatory assets under management. THE Huntington Investment Co. provides financial planning, portfolio management for businesses, portfolio management for individuals, and selection of other advisors. They have a total of 32956 accounts, all of which are discretionary.
THE Huntington Investment Co.

41 S. HIGH STREET

COLUMBUS, OH 43215

$5.20B

Assets Under Management

Not reported

Total Clients

863

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Katherine Kellen’s Registration & Firm History

IL

08/23/2022 - Present

THE Huntington Investment Co. (Chicago IL)

CO

01/03/2011 - 07/27/2022

WELLS FARGO CLEARING SERVICES, LLC (DENVER CO)

CO

02/11/2002 - 01/03/2011

WELLS FARGO INVESTMENTS, LLC (DENVER CO)

CA

07/18/1997 - 07/01/1998

WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)

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Licenses & Designations

BC

Issued 12/07/2004

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 02/20/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/08/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Katherine Miller Kellen.
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