Shaun P. Kellar

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CRD#: 6476339

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Shaun Phillip Kellar, who also goes by Shaun Kellar, Shaun Phillip Kellar, was a registered financial professional .

Shaun is a previously registered financial professional and started their career in finance in 2015. Shaun had worked at 8 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Shaun Kellar | Shaun Phillip Kellar

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) Adams Brown Wealth Consultants, LLC. 2006 Broadway Ave, Ste 2A, Great Brend, KS 67530. RIA. 160 hrs/mo; 8 during trading hrs. 2) PRIVATE CLIENT SERVICES, LLC. SAME ADDRESS. 11/2022. BROKER-DEALER. 10 HRS/ MO; 5 HRS/ TRADING HRS. 3) INSURANCE SALES, INDIVIDUAL CAPACITY, SAME ADDRESS, 5 HRS/ MO, 5 HRS/ TRADING HRS.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

December 2, 2022 - June 10, 2024

ADAMSBROWN WEALTH CONSULTANTS LLC

RIA

CRD#: 308410

OVERLAND PARK, KS

Past

November 29, 2022 - June 10, 2024

PRIVATE CLIENT SERVICES, LLC

CRD#: 120222

Overland Park, KS

Past

January 9, 2021 - November 10, 2022

COMMONWEALTH FINANCIAL NETWORK

RIA

CRD#: 8032

OVERLAND PARK, KS

Past

January 9, 2021 - November 10, 2022

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

OVERLAND PARK, KS

Past

July 30, 2019 - November 13, 2020

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

RIA

CRD#: 20472

OVERLAND PARK, KS

Past

May 8, 2019 - November 13, 2020

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

CRD#: 20472

OVERLAND PARK, KS

Past

March 7, 2018 - May 1, 2019

U.S. BANCORP INVESTMENTS, INC.

CRD#: 17868

BLUE SPRINGS, MO

Past

July 17, 2017 - March 2, 2018

SECURITIES AMERICA, INC.

CRD#: 10205

OLATHE, KS

Past

March 18, 2016 - July 19, 2017

NATIONAL PLANNING CORPORATION

CRD#: 29604

OLATHE, KS

Past

June 18, 2015 - March 18, 2016

BMO HARRIS FINANCIAL ADVISORS, INC.

CRD#: 137115

KANSAS CITY, MO

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".

ADAMSBROWN WEALTH CONSULTANTS LLC

CRD#: 308410 / SEC#: 801-118670

RIA

Registered Investment Advisory firm - (5/7/2020 Approved)

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

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

IAR

Series 65

Date: 7/30/2019

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/17/2015

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 6/25/2019

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 6/18/2015

Investment Company Products/Variable Contracts Representative Examination

Current Firm

ADAMSBROWN WEALTH CONSULTANTS LLC

CRD#: 308410 / SEC#: 801-118670

RIA

Registered Investment Advisory firm - (5/7/2020 Approved)

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Contact information

Main Address

358 N Main Street Suite 100, Wichita, KS 67202

Mailing Address

Phone number

(316) 683-2067

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADAMSBROWN DISCLOSURE BROCHURE AND PRIVACY POLICY (10/2/2025)

Regulatory assets under management

Total Number of Accounts	3,991
AUM (Assets Under Management)	$ 880,935,144

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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Firm Stability Insights

Shaun P. Kellar

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

PRIVATE CLIENT SERVICES, LLC

COMMONWEALTH FINANCIAL NETWORK

COMMONWEALTH FINANCIAL NETWORK

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

U.S. BANCORP INVESTMENTS, INC.

SECURITIES AMERICA, INC.

NATIONAL PLANNING CORPORATION

BMO HARRIS FINANCIAL ADVISORS, INC.

Primary Firm SEC Registration

ADAMSBROWN WEALTH CONSULTANTS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/30/2019

Series 63

Date: 7/17/2015

Series 7TO

Date: 6/25/2019

SIE

Date: 10/1/2018

Series 6

Date: 6/18/2015

Current Firm

ADAMSBROWN WEALTH CONSULTANTS LLC

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ADAMSBROWN WEALTH CONSULTANTS LLC

TRUST BUT VERIFY

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