BK
Brett P. Kennelly
STADIA FINANCIAL
KAMUELA, HI 96743
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CRD#: 7801947
BK
Professional summary
Brett Patrick Kennelly is a registered financial advisor currently at STADIA FINANCIAL LLC located in Kamuela, Hawaii.
Brett is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Brett has worked at 1 firm and has passed the Series 65 exam.
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Brett Patrick Kennelly'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
January 1, 2025 - Present
STADIA FINANCIAL LLC
Office #1: 65-1230 Mamalahoa Hwy Suite D-21, Kamuela, HI 96743RIA
CRD#: 328171
KAMUELA, HI
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
Hawaii(1/1/2025)
Current Firm
SF
STADIA FINANCIAL LLC
N/A | STADIA FINANCIAL LLC | STADIA CAPITAL GROUP
CRD#: 328171 / SEC#:
Hawaii
Registered Investment Advisory firm - (1/4/2024 Approved)PREMIUM
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Contact information
Main Address
65-1230 Mamalahoa Hwy Suite D-21, Kamuela, HI 96743
Mailing Address
P O Box 437260, Kamuela, HI 96743
Phone number
(800) 587-4796
Established
Firm type
Fiscal year end
# of Employees
7
0
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
