David P. Bodnar

KELLETT WEALTH ADVISORS

Cincinnati, OH 45242

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CRD#: 1994752

Professional summary

David Paul Bodnar, CFP®, who also goes by David P Bodnar, is a registered financial advisor currently at KELLETT WEALTH ADVISORS, LLC located in Cincinnati, Ohio.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1990. David has worked at 5 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

David P Bodnar

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. DAVID BODNAR ADVSIORS, LLC, INVESTMENT RELATED; 6725 MIAMI AV, SUITE 101, CINCINNATI, OH 45243; RIA; PRESIDENT/OWNER/COMPLIANCE OFFICER; 2006; 100HRS/MONTH; 3HRS/DAY; INVESTMENT ADVISORY FEES AND PLANNING AND CONSULTING FEES; MANAGE THE SALES AND SERVICE OF CLIENTS UNDER OUR RIA 2. PROFESSIONAL PLANNING ASSOCIATES; NOT INVESTMENT RELATED;6725 Miami Ave,Suite 101,Cincinnati,OH 45243; INSURANCE PRODUCTS AND SERVICES; PRESIDENT/OWNER;1996; 40 HRS/MO; 2HRS/DAY; COMMISSIONS; SALES AND SERVICE OF INSURANCE RELATED PRODUCTS LIEF, HEALTH LONG THERM CARE 3)Kellett Schaffner;investment related;8944 Blue Ash Rd,Cincinnati,OH 45242;RIA;senior vp;12/15/2020;40 hrs/month;1 hr during trading;client portfolio management,sales

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Paul Bodnar's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1999

Experience

Current

January 14, 2021 - Present

KELLETT WEALTH ADVISORS, LLC

Office #1: 8944 Blue Ash Road, Cincinnati, OH 45242

RIA

CRD#: 287571

Cincinnati, OH

Past

January 13, 2011 - December 31, 2020

DAVID BODNAR ADVISORS LLC

RIA

CRD#: 138298

CINCINNATI, OH

Past

March 30, 2007 - February 4, 2021

TRIAD ADVISORS LLC

CRD#: 25803

CINCINNATI, OH

Past

January 24, 2006 - December 31, 2010

DAVID BODNAR ADVISORS LLC

RIA

CRD#: 138298

CINCINNATI, OH

Past

November 26, 1999 - April 2, 2007

ADVANTAGE CAPITAL CORPORATION

RIA

CRD#: 146

CINCINNATI, OH

Past

August 15, 1994 - April 2, 2007

ADVANTAGE CAPITAL CORPORATION

CRD#: 146

CINCINNATI, OH

Past

March 28, 1990 - August 15, 1994

TOWER SQUARE SECURITIES, INC.

CRD#: 833

EL SEGUNDO, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

KELLETT WEALTH ADVISORS, LLC

KELLETT SCHAFFNER WEALTH ADVISORS LLC | KELLETT WEALTH ADVISORS, LLC

CRD#: 287571 / SEC#: 801-120400

RIA

Registered Investment Advisory firm - (2/26/2021 Approved)

Florida

Registered Investment Advisory firm - (3/4/2021 Terminated)

Kentucky

Registered Investment Advisory firm - (3/4/2021 Terminated)

Ohio

Registered Investment Advisory firm - (3/4/2021 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Ohio
(1/14/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 1/21/1991

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/21/2001

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 3/27/1990

Investment Company Products/Variable Contracts Representative Examination

Current Firm

KELLETT WEALTH ADVISORS, LLC

KELLETT SCHAFFNER WEALTH ADVISORS LLC | KELLETT WEALTH ADVISORS, LLC

CRD#: 287571 / SEC#: 801-120400

RIA

Registered Investment Advisory firm - (2/26/2021 Approved)

Florida

Registered Investment Advisory firm - (3/4/2021 Terminated)

Kentucky

Registered Investment Advisory firm - (3/4/2021 Terminated)

Ohio

Registered Investment Advisory firm - (3/4/2021 Terminated)

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Contact information

Main Address

8944 Blue Ash Road, Cincinnati, OH 45242

Mailing Address

Phone number

(513) 554-1472

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A - FIRM BROCHURE (1/13/2025)

Regulatory assets under management

Total Number of Accounts	1,053
AUM (Assets Under Management)	$ 304,156,165

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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David P. Bodnar

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Paul Bodnar's CRS (Customer Relationship Summary).

Certified licenses

Experience

DAVID BODNAR ADVISORS LLC

TRIAD ADVISORS LLC

DAVID BODNAR ADVISORS LLC

ADVANTAGE CAPITAL CORPORATION

ADVANTAGE CAPITAL CORPORATION

TOWER SQUARE SECURITIES, INC.

Primary Firm SEC Registration

KELLETT WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 1/21/1991

SIE

Date: 10/1/2018

Series 7

Date: 2/21/2001

Series 6

Date: 3/27/1990

Current Firm

KELLETT WEALTH ADVISORS, LLC

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

KELLETT WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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