KK
Kenneth V. Kelly
ALLSTATE FINANCIAL ADVISORS
Absecon, NJ 08201-2419
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CRD#: 4355416
KK
Professional summary
Kenneth Vincent Kelly, CFP® is a registered financial advisor currently at ALLSTATE FINANCIAL ADVISORS, LLC located in Absecon, New Jersey and ALLSTATE FINANCIAL SERVICES, LLC located in Absecon, New Jersey.
Kenneth is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Kenneth has worked at 2 firms and has passed the Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
HAFETZ ASSOCIATES POSITION: Sub-producer NATURE: Maintain renewals on existing small group health insurance book of business INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2018 ADDRESS: 609 New Rd, Linwood NJ 08221, United States DESCRIPTION: Customer Contact at renewal time KELLY PROPERTIES, LLC POSITION: Managing Partner NATURE: LLC formed for specific purpose of owning and renting to the Keith Kelly Allstate Agency (also a partner in LLC).3 way partnership. One building. Profitsapporx $10000.00 per year total. Only tenant is Keith Kelly Agency with Allstate New Jersey. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/01/1994 ADDRESS: 135 Michigan Ave., Absecon NJ 08201, United States DESCRIPTION: Manage real estate rental to only tenant since 1994. CITY OF LINWOOD, NEW JERSEY POSITION: Councilman NATURE: City Government INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 4 START DATE: 04/01/2024 ADDRESS: 400 W Poplar Ave, City Hall, Linwood NJ 08221, United States DESCRIPTION: Neighborhood Services Chair.Budget Committee.Library Liaison.Recreation Board. TRAILING COMMISION FROM EVERLAKE, WILTON RE, LBL AND THE STANDARD. POSITION: Agent NATURE: Servicing Allstate Legacy Business INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/01/2025 ADDRESS: 135 Michigan Ave, Absecon NJ 08201, United States DESCRIPTION: Servicing Allstate Legacy Business
CRS (Client Relationship Summary) - RIA
Click below to view Kenneth Vincent Kelly's 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®
Experience
Current
August 10, 2023 - Present
ALLSTATE FINANCIAL ADVISORS, LLC
Office #1: 135 Michigan Ave, Absecon, NJ 08201-2419RIA
CRD#: 109524
Absecon, NJ
Current
March 27, 2001 - Present
ALLSTATE FINANCIAL SERVICES, LLC
Office #1: 135 Michigan Ave, Absecon, NJ 08201-2419BD
CRD#: 18272
Absecon, NJ
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".
AF
ALLSTATE FINANCIAL ADVISORS, LLC
ALLSTATE FINANCIAL ADVISORS LLC | ALLSTATE FINANCIAL ADVISORS, LLC
CRD#: 109524 / SEC#: 801-68510
RIA
Registered Investment Advisory firm - (11/21/2007 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Connecticut(8/1/2025)
RR
Delaware(7/23/2024)
RR
Florida(10/8/2019)
RR
Georgia(3/19/2024)
RR
Maryland(7/8/2025)
RR
Massachusetts(4/3/2023)
RR
Michigan(8/19/2024)
RR
New Jersey(3/27/2001)
IAR
New Jersey(8/10/2023)
RR
North Carolina(2/7/2024)
RR
Pennsylvania(3/12/2019)
RR
South Carolina(2/7/2024)
RR
Texas(8/6/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
AF
ALLSTATE FINANCIAL ADVISORS, LLC
ALLSTATE FINANCIAL ADVISORS LLC | ALLSTATE FINANCIAL ADVISORS, LLC
CRD#: 109524 / SEC#: 801-68510
RIA
Registered Investment Advisory firm - (11/21/2007 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
151 N 8th Street, Suite 450, Lincoln, NE 68508
Mailing Address
151 N 8th Street, Suite 450, Lincoln, NE 68508
Phone number
(877) 232-2142
Established
Firm type
Fiscal year end
# of Employees
337
SEC notice filing (49 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 280 |
| AUM (Assets Under Management) | $ 82,015,793 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
ALLSTATE FINANCIAL ADVISORS, LLC
CRD#: 109524Absecon, NJ 08201-2419TRUST BUT VERIFY
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