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Kelly Denise Keltner

Level Four Financial, LLC

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About Kelly Denise Keltner

Kelly Denise Keltner is a financial advisor with Level Four Financial, LLC in Bowling Green, KY. Kelly has been in the financial industry since February 7, 2009. Kelly is registered with FINRA and is licensed to provide financial advice in Georgia, Kentucky and West Virginia. Kelly is also licensed to conduct investment advisory activities in Georgia, Kentucky and West Virginia. Kelly has passed the Series 66, Series 7 and SIE exams. Kelly's previous employers include LPL FINANCIAL LLC and 1ST GLOBAL CAPITAL CORP.

Firm Information

Kelly Keltner is currently registered with Level Four Financial, LLC. Level Four Financial, LLC is a Limited Liability Company formed on January 22, 2004, and is registered in 51 states and the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

28

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.

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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Kelly Keltner’s Registration & Firm History

KY

01/05/2021 - Present

Level Four Financial, LLC (Bowling Green KY)

KY

09/02/2014 - 12/31/2020

LPL FINANCIAL LLC (BOWLING GREEN KY)

KY

02/04/2009 - 09/04/2014

1ST GLOBAL CAPITAL CORP. (BOWLING GREEN KY)

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Licenses & Designations

BOTH

Issued 05/04/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/02/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kelly Denise Keltner.
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