David Paul Bodnar
CFP®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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
David P Bodnar
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Videos & Posts
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CAPITAL ADVISORY SERVICES, LLC
Contact Information
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CAPITAL ADVISORY SERVICES, LLC
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Disclosures on record.
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Credentials
Years of Experience
36 years in the financial services industry
Current & Past Employments
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Current Firm
KELLETT SCHAFFNER WEALTH ADVISORS LLC | KELLETT WEALTH ADVISORS, LLC
Contact Information
Main Address
8944 Blue Ash Road, Cincinnati, OH 45242Phone Number
(513) 554-1472# of Employees
4SEC notice filing (6 States and Territories)
Registered to provide investment advisory services in 6 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
1,440AUM (Assets Under Management)
$344,003,237Similar Advisors
CAPITAL ADVISORY SERVICES, LLC
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.
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CAPITAL ADVISORY SERVICES, LLC
Primary Firm SEC Registration
KELLETT SCHAFFNER WEALTH ADVISORS LLC | KELLETT WEALTH ADVISORS, LLC
State Registrations and Notice Filings
(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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Mar 1990About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view David Paul Bodnar's CRS (Customer Relationship Summary).
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CAPITAL ADVISORY SERVICES, LLC
