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Portfolio Management for Businesses Advisors in Cleve, Ohio
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Sound Advisory | CFP ® (Certifications)

location

Cleve, OH

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ADVISOR BIO

Vaughn Kellerman is a financial advisor in Cleve, OH, with over 7 years of experience in the industry. Vaughn is a Certified Financial Planner and is currently registered as an Investment Advisor Representative with Sound Advisory. Vaughn's previous experience includes positions at Kestra Investment Services, LLC, W&S Brokerage Services, Inc., and Fidelity Brokerage Services LLC. Vaughn holds the Series 7, 63, 65, 9 and 10 licenses.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Businesses
Portfolio Management for Individuals
TAX PREPARATION