JOHN KELLNER, LUTCF | LPL FINANCIAL ADVISOR
John holds a degree in Business Management and Applied Economics from Cornell University, and holds his Series 6, 7, 65, and 66 FINRA licenses through LPL Financial. After sixteen years working for MassMutual and Metlife, John made the decision to start his own financial services firm, Kellner Financial, a Wealth Management Company.
Over the past 20 years, John has worked with thousands of clients across the country to help them choose, invest, and manage appropriate investments to optimize their returns and ensure them a stronger financial future.
John is licensed to solicit investments in AZ, CA, CO, FL, IN, MN, MO, NC, NE, NY, RI, SC, TX, VA, WA WY, and is licensed to provide insurance in the states of Colorado and Wyoming.
JULIE SIPILOVIC | LPL ADMINISTRATIVE ASSOCIATE
Julie brings over 16 years of experience in the financial services industry to Kellner Financial. She has worked in a number of different roles in the industry, including 6 years as an Financial Advisor. She is a graduate of University of North Texas and holds a FINRA Series 6 through LPL Financial as well as Life, Accident and Health insurance licenses in Colorado.
JOHN KELLNER | LPL FINANCIAL ADVISOR
John holds a degree in Business Management and Applied Economics from Cornell University, and holds his Series 6, 7, 65, and 66 FINRA licenses through LPL Financial. After sixteen years working for MassMutual and Metlife, John made the decision to start his own financial services firm, Kellner Financial, a Wealth Management Company.
Over the past 20 years, John has worked with thousands of clients across the country to help them choose, invest, and manage appropriate investments to optimize their returns and ensure them a stronger financial future.
John is licensed to solicit investments in AZ, CA, CO, FL, IN, MN, MO, NC, NE, NY, RI, SC, TX, VA, WA, WY, and is licensed to provide insurance in the states of Colorado and Wyoming.
JULIE SIPILOVIC | LPL ADMINISTRATIVE ASSOCIATE
Julie brings over 16 years of experience in the financial services industry to Kellner Financial. She has worked in a number of different rolls in the industry, including 6 years as an Financial Advisor. She is a graduate of University of North Texas and holds a FINFRA Series 6 through LPL Financial as well as Life, Accident and Health insurance licenses in Colorado.
OUR APPROACH TO SERVICE
Our goal is to help you make well-informed decisions on the types of investments that are right for you. We emphasize adjusting your investment plans as your goals and needs change. We listen to your concerns, share all information about potential investments, including benefits, risks, and tax issues, and treat your financial goals with the same care and interest that we devote to our own portfolios. We look forward to providing you with experienced resources and being your trusted advisor as you build a comprehensive portfolio of investments for your future.
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