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KG

Kelli L. Gabriel

WEALTH WATCH ADVISORS
Brentwood, TN 37027
Some features on this profile are disabled
CRD#: 2307234
KG

Professional summary

Kelli Lyn Gabriel, who also goes by Kelli Lyn Kauffman, is a registered financial advisor currently at WEALTH WATCH ADVISORS, INC located in Brentwood, Tennessee.

Kelli is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Kelli has worked at 14 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 22, Series 62 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Kelli Lyn Kauffman

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kelli Lyn Gabriel'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®
None

Experience

Current

February 17, 2026 - Present

WEALTH WATCH ADVISORS, INC

Office #1: 320 Sevens Springs Way, Brentwood, TN 37027
RIA
CRD#: 172002
Brentwood, TN
Past

August 30, 2018 - October 10, 2025

MADISON AVENUE SECURITIES, LLC

RIA
CRD#: 23224
Brentwood, TN
Past

August 30, 2018 - October 10, 2025

MADISON AVENUE SECURITIES, LLC

BD
CRD#: 23224
Brentwood, TN
Past

November 6, 2015 - September 28, 2018

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA
CRD#: 134139
Brentwood, TN
Past

November 6, 2015 - September 28, 2018

CAMBRIDGE INVESTMENT RESEARCH, INC.

BD
CRD#: 39543
Nashville, TN
Past

November 7, 2014 - November 10, 2015

SECURITIES AMERICA ADVISORS, INC.

RIA
CRD#: 110518
NASHVILLE, TN
Past

November 7, 2014 - November 10, 2015

SECURITIES AMERICA, INC.

BD
CRD#: 10205
NASHVILLE, TN
Past

August 2, 2011 - November 19, 2014

MSI FINANCIAL SERVICES, INC.

RIA
CRD#: 14251
FRANKLIN, TN
Past

August 1, 2011 - November 19, 2014

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
FRANKLIN, TN
Past

February 1, 2010 - July 28, 2011

SECURIAN FINANCIAL SERVICES, INC.

RIA
CRD#: 15296
FRANKLIN, TN
Past

January 29, 2010 - July 28, 2011

SECURIAN FINANCIAL SERVICES, INC.

BD
CRD#: 15296
FRANKLIN, TN
Past

April 2, 2007 - June 3, 2009

MORGAN STANLEY & CO. LLC

RIA
CRD#: 8209
WASHINGTON, DC
Past

April 2, 2007 - June 3, 2009

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
WASHINGTON, DC
Past

January 19, 2007 - April 2, 2007

MORGAN STANLEY DW INC.

RIA
CRD#: 7556
WASHINGTON, DC
Past

January 19, 2007 - April 2, 2007

MORGAN STANLEY DW INC.

BD
CRD#: 7556
WASHINGTON, DC
Past

January 24, 2000 - January 23, 2007

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
WASHINGTON, DC
Past

January 14, 2000 - January 23, 2007

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
WASHINGTON, DC
Past

August 11, 1994 - February 2, 2000

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
SPRINGFIELD, MA
Past

June 7, 1993 - July 25, 1994

WS GRIFFITH SECURITIES, INC.

BD
CRD#: 10410
HARTFORD, CT
Past

April 7, 1993 - June 7, 1993

VP DISTRIBUTORS LLC

BD
CRD#: 3036
HARTFORD, CT

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".
WW
WEALTH WATCH ADVISORS, INC
ALPHALINK INVESTMENTS, LTD | WORTH RETIREMENT ADVISORS | WEST TEXAS SENIOR RESOURCES | WEALTH WATCH ADVISORS, LLC | WEALTH WATCH ADVISORS, INC. | WEALTH WATCH ADVISORS, INC | TRUSKOR WEALTH GROUP | THE WEALTH ADVOCATE INVESTMENT GROUP LLC | STRONG FINANCIAL, INC | SOLOMON GROUP FINANCIAL SERVICES | SHIELD FINANCIAL AND INSURANCE SERVICES, INC. | SCOTT FINANCIAL SERVICES | SANDERS INDEPENDENT CONSULTING | RETIRE HAPPILY | PACKARD ADVISORY | J. MARTIN WEALTH MANAGEMENT | HUGHES RETIREMENT & FINANCIAL STRATEGIES | HEART FINANCIAL GROUP | GOLDLINE FINANCIAL SERVICES | E. H. HOWARD WEALTH MANGEMENT, LLC. | CSE CAPITAL MANAGEMENT AND INSURANCE SERVICES, INC | CLEAR DIRECTION FINANCIAL | CANNON FINANCIAL GROUP | ALTUS WEALTH STRATEGIES, INC

CRD#: 172002 / SEC#: 801-96180

RIA
Registered Investment Advisory firm - (5/6/2015 Approved)

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
Tennessee
(2/17/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/18/2019
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 3/2/1993
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 1/13/2000
General Securities Representative Examination
General Industry/Product Exam
RR
Series 22
Date: 10/28/1997
Direct Participation Programs Representative Examination
General Industry/Product Exam
RR
Series 62
Date: 9/1/1995
Corporate Securities Limited Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 4/6/1993
Investment Company Products/Variable Contracts Representative Examination

Current Firm

WW
WEALTH WATCH ADVISORS, INC
ALPHALINK INVESTMENTS, LTD | WORTH RETIREMENT ADVISORS | WEST TEXAS SENIOR RESOURCES | WEALTH WATCH ADVISORS, LLC | WEALTH WATCH ADVISORS, INC. | WEALTH WATCH ADVISORS, INC | TRUSKOR WEALTH GROUP | THE WEALTH ADVOCATE INVESTMENT GROUP LLC | STRONG FINANCIAL, INC | SOLOMON GROUP FINANCIAL SERVICES | SHIELD FINANCIAL AND INSURANCE SERVICES, INC. | SCOTT FINANCIAL SERVICES | SANDERS INDEPENDENT CONSULTING | RETIRE HAPPILY | PACKARD ADVISORY | J. MARTIN WEALTH MANAGEMENT | HUGHES RETIREMENT & FINANCIAL STRATEGIES | HEART FINANCIAL GROUP | GOLDLINE FINANCIAL SERVICES | E. H. HOWARD WEALTH MANGEMENT, LLC. | CSE CAPITAL MANAGEMENT AND INSURANCE SERVICES, INC | CLEAR DIRECTION FINANCIAL | CANNON FINANCIAL GROUP | ALTUS WEALTH STRATEGIES, INC

CRD#: 172002 / SEC#: 801-96180

RIA
Registered Investment Advisory firm - (5/6/2015 Approved)
PREMIUM
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Contact information

Main Address
S Valley Hwy 8310, Englewood, CO 80112
Mailing Address
Phone number
(855) 822-3708
Established
Firm type
Fiscal year end
# of Employees
54

SEC notice filing (27 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/31/2025)

Regulatory assets under management

Total Number of Accounts3,556
AUM (Assets Under Management)$ 473,650,570

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.

Company Information

WEALTH WATCH ADVISORS, INC

CRD#: 172002Brentwood, TN 37027

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