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MK

Michael T. Kellner

HALO SECURITIES
Chicago, IL 60606
Some features on this profile are disabled
CRD#: 5543053
MK

Professional summary

Michael Travis Kellner, who also goes by M Travis Kellner, Travis Kellner, is a registered financial professional currently at HALO SECURITIES, LLC located in Chicago, Illinois.

Michael is registered as a RR (Registered Representative) and started their career in finance in 2008. Michael has worked at 4 firms and has passed the Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

M Travis Kellner | Travis Kellner

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) - BD

Click below to view Michael Travis Kellner'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 18, 2026 - Present

HALO SECURITIES, LLC

Office #1: 200 West Jackson Suite 1800, Chicago, IL 60606
BD
CRD#: 279029
Chicago, IL
Past

April 13, 2021 - February 4, 2026

CUNA BROKERAGE SERVICES, INC.

BD
CRD#: 13941
WAVERLY, IA
Past

July 16, 2013 - April 6, 2021

TRANSAMERICA CAPITAL, LLC

BD
CRD#: 8217
DENVER, CO
Past

November 3, 2008 - July 17, 2013

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
GREENWOOD VILLAGE, CO

State Registrations and Notice Filings

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

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
Alabama
(2/18/2026)
RR
Alaska
(2/18/2026)
RR
Arizona
(2/18/2026)
RR
Arkansas
(2/18/2026)
RR
California
(2/18/2026)
RR
Colorado
(2/18/2026)
RR
Connecticut
(2/18/2026)
RR
Delaware
(2/18/2026)
RR
District of Columbia
(2/18/2026)
RR
Florida
(2/18/2026)
RR
Georgia
(2/18/2026)
RR
Hawaii
(2/18/2026)
RR
Idaho
(2/18/2026)
RR
Illinois
(2/18/2026)
RR
Indiana
(2/18/2026)
RR
Iowa
(2/18/2026)
RR
Kansas
(2/18/2026)
RR
Kentucky
(2/18/2026)
RR
Louisiana
(2/18/2026)
RR
Maine
(2/18/2026)
RR
Maryland
(2/18/2026)
RR
Massachusetts
(2/18/2026)
RR
Michigan
(2/18/2026)
RR
Minnesota
(2/18/2026)
RR
Mississippi
(2/18/2026)
RR
Missouri
(2/18/2026)
RR
Montana
(2/18/2026)
RR
Nebraska
(2/18/2026)
RR
Nevada
(2/18/2026)
RR
New Hampshire
(2/18/2026)
RR
New Jersey
(2/18/2026)
RR
New Mexico
(2/18/2026)
RR
New York
(2/18/2026)
RR
North Carolina
(2/18/2026)
RR
North Dakota
(2/18/2026)
RR
Ohio
(2/18/2026)
RR
Oklahoma
(2/18/2026)
RR
Oregon
(2/18/2026)
RR
Pennsylvania
(2/18/2026)
RR
Rhode Island
(2/18/2026)
RR
South Carolina
(2/18/2026)
RR
South Dakota
(2/18/2026)
RR
Tennessee
(2/18/2026)
RR
Texas
(2/18/2026)
RR
Utah
(2/18/2026)
RR
Vermont
(2/18/2026)
RR
Virginia
(2/18/2026)
RR
Washington
(2/18/2026)
RR
West Virginia
(2/18/2026)
RR
Wisconsin
(2/18/2026)
RR
Wyoming
(2/18/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 7/25/2010
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 6
Date: 11/1/2008
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA

Current Firm

HS
HALO SECURITIES, LLC
HALO SECURITIES | SENTINUS-HALO SECURITIES, LLC | SENTINUS-HALO SECURITIES | SENTINUS SECURITIES LLC | HALO SECURITIES, LLC

CRD#: 279029 / SEC#: , 8-69655

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information

Main Address
200 West Jackson Suite 1800, Chicago, IL 60606
Mailing Address
200 West Jackson Suite 1800, Chicago, IL 60606
Phone number
(847) 687-9460
Established
Illinois since 02/09/2015
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (51 States and Territories)

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

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
HALO INVESTING, INC.OWNER
BELKA, THOMAS JAMESFINOP2974998
GOLDSTEIN, DANA LYNNCHIEF COMPLIANCE OFFICER1993607
RADGOWSKI, MATTHEW JOSEPHCEO2510172

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

HALO SECURITIES, LLC

CRD#: 279029Chicago, IL 60606

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