KB
Kellen B. Beard
UNITED ADVISOR GROUP
Dickson, TN 37055
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CRD#: 6723771
KB
Kellen Blaise BeardUNITED ADVISOR GROUP
Professional summary
Kellen Blaise Beard is a registered financial advisor currently at UNITED ADVISOR GROUP located in Dickson, Tennessee.
Kellen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Kellen has worked at 3 firms and has passed the Series 65 exam.
At a Glance
Always Fiduciary
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.
1. GRANITE RETIREMENT AND TAX ADVISORY LLC�, Title: �INDEPENDENT TAX ASSOCIATE, Description: PROVIDES TAX SERVICES, Start Date: 01/01/2019, Address: 318 E. COLLEGE STREET, DICKSON TENNESSEE�, Investment-related? NO, Hours per month: 100, During trading hours: 100 2. SCENIC CONSTRUCTION�, Title: CONSTRUCTION SOLE PROPRIETORSHIP�, Description: SUBCONTRACTOR RUN TRACTOR/EXVATOR, MISC. DUTIES�, Start Date: 06/01/2019, Address: 1740� SCENIC LANE CENTERVILLE, TN 37033�, Investment-related? NO, Hours per month: 10, During trading hours: 2 3. B2P LLC�, Title: MEMBER, Description: �PARTNERSHIP LLC DEALS WITH RENTAL PROPERTIES�, Start Date: 05-01-2020, Address: 1740 SCENIC LANE CENTERVILLE TN 37033, Investment-related? NO, Hours per month: 1, During trading hours: 0 4. MAXOR NATIONAL PHARMACY�, Title: ACCOUNT MANAGER�, Description: PHARMACY MANAGMENT DUTIES - WORKING WITH PHARMACY OWNERS MANAGING INTERNAL FINANCIALS, Start Date: 04-26-2021, Address: 320 S POLK ST STE 701 AMARILLO TX 79101�, Investment-related? NO, Hours per month: 50, During trading hours: 40
CRS (Client Relationship Summary) - RIA
Click below to view Kellen Blaise Beard'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®
NoneExperience
Current
August 28, 2026 - Present
UNITED ADVISOR GROUP
Office #1: 318 E College St, Dickson, TN 37055RIA
CRD#: 324205
Dickson, TN
Past
June 4, 2019 - August 28, 2026
VIRTUE CAPITAL MANAGEMENT, LLC
RIA
CRD#: 167816
DICKSON, TN
Past
November 1, 2016 - April 25, 2019
RETIREMENTADVICE | JKA
RIA
CRD#: 153803
Dickson, TN
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".
UA
UNITED ADVISOR GROUP
ASCENSION FINANCIAL PARTNERS | WEALTH SYNC PARTNERS | WEALTH BY DESIGN | VERTICAL WEALTH PLANNING | UNITED ADVISOR GROUP, LLC | UNITED ADVISOR GROUP | TREVINO FINANCIAL GROUP | TASIK FINANCIAL STRATEGIES | SUNSET WEALTH MANAGEMENT | STRATEGIC FINANCIAL | SORENSEN FINANCIAL | RJ BEUCLER FINANCIAL | RIGHTSELL & COMPANY | PQX PLANNING & WEALTH MANAGEMENT | PLUM CREEK WEALTH ADVISORS | ORCUTT COMPANIES | MUSTARD MONEY, LLC | MURPHY FINANCIAL GROUP | MODERN WEALTH METHODS | MICHIANA FINANCIAL PARTNERS, LLC DBA ZAYA WEALTH | MIAMI VALLEY FINANCIAL PARTNERS | LEGACY WEALTH MANAGEMENT, INC. | LEGACY WEALTH MANAGEMENT | KO-ADVISORS | JOSEPH WEALTH MANAGEMENT | IRONSIDE STRATEGIES | INSIGHT WEALTH MANAGEMENT | FTACEK FINANCIAL SERVICES | FRONTLINE WEALTH CARE | FLAT IRON WEALTH MANAGEMENT | DESERT GROVE INVESTMENTS | CONFIDENCE FINANCIAL | CAPITAL T PARTNERS | BOVE CONNOLLY TAYLOR FINANCIAL GROUP | BHT WEALTH MANAGEMENT | BENEFIT FINANCIAL SERVICES
CRD#: 324205 / SEC#: 801-127090
RIA
Registered Investment Advisory firm - (1/5/2023 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(8/28/2026)
Current Firm
UA
UNITED ADVISOR GROUP
ASCENSION FINANCIAL PARTNERS | WEALTH SYNC PARTNERS | WEALTH BY DESIGN | VERTICAL WEALTH PLANNING | UNITED ADVISOR GROUP, LLC | UNITED ADVISOR GROUP | TREVINO FINANCIAL GROUP | TASIK FINANCIAL STRATEGIES | SUNSET WEALTH MANAGEMENT | STRATEGIC FINANCIAL | SORENSEN FINANCIAL | RJ BEUCLER FINANCIAL | RIGHTSELL & COMPANY | PQX PLANNING & WEALTH MANAGEMENT | PLUM CREEK WEALTH ADVISORS | ORCUTT COMPANIES | MUSTARD MONEY, LLC | MURPHY FINANCIAL GROUP | MODERN WEALTH METHODS | MICHIANA FINANCIAL PARTNERS, LLC DBA ZAYA WEALTH | MIAMI VALLEY FINANCIAL PARTNERS | LEGACY WEALTH MANAGEMENT, INC. | LEGACY WEALTH MANAGEMENT | KO-ADVISORS | JOSEPH WEALTH MANAGEMENT | IRONSIDE STRATEGIES | INSIGHT WEALTH MANAGEMENT | FTACEK FINANCIAL SERVICES | FRONTLINE WEALTH CARE | FLAT IRON WEALTH MANAGEMENT | DESERT GROVE INVESTMENTS | CONFIDENCE FINANCIAL | CAPITAL T PARTNERS | BOVE CONNOLLY TAYLOR FINANCIAL GROUP | BHT WEALTH MANAGEMENT | BENEFIT FINANCIAL SERVICES
CRD#: 324205 / SEC#: 801-127090
RIA
Registered Investment Advisory firm - (1/5/2023 Approved)Loading...
Contact information
Main Address
8170 Corporate Park Dr. Suite 300, Cincinnati, OH 45242
Mailing Address
Phone number
(888) 242-4912
Established
Firm type
Fiscal year end
# of Employees
61
SEC notice filing (37 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 5,875 |
| AUM (Assets Under Management) | $ 1,091,628,945 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
