Bradley Kellen, CFP®, ChFC®, CFS®

Bradley Kellen, CFP®, ChFC®, CFS®

CERTIFIED FINANCIAL PLANNER™

Customized strategies are a trademark of Brad’s work. In today’s challenging environment, his leadership is valued more than ever. As co-founder of the wealth management firm, Millennium Financial Group, Brad focuses on innovative solutions that create consistency and confidence in a complex environment.  
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In addition to the full complement of insurance licenses, Brad holds the Series 6, 63, 7, 65, and 24 securities registrations. As a CFP® certificant, he also holds designations which include the Chartered Financial Consultant® (ChFC®) for advanced financial planning and the Certified Fund Specialist® (CFS®) for portfolio construction.

Brad began his career in the financial services industry in 1991, and he was recruited by New England Financial (NEF) in 2000.  For over 12 years, Brad served in numerous at NEF.  From Advisor to Senior Managing Associate to leading the Pension Strategies Team for the state of Colorado, he helped grow the Agency to over 90 Agents.  Brad and his team earned a state-wide reputation for developing sophisticated investment and retirement strategies, particularly in the public pension markets (PERA, FPPA, etc.).

Brad has been married to his wife, Pam, for over 30 years and they have two children.  Lindsey graduated from Lindenwood University in St. Charles, MO majoring in Performing Arts / Dance.  She currently teaches dance and choreographs musicals and show choir.  Jimmy graduated from CU Boulder in Civil Engineering.  He is currently stationed at Grand Forks AFB in North Dakota as a 2nd Lieutenant in the US Air Force.  In his free time, Brad continues to coach Running Backs for the Colorado Springs Flames – a nationally ranked semi-pro football team.  He even finds time to ride motorcycles with his wife.

 

 https://www.youtube.com/channel/UCwz5zdeOryeNgfZPAaZjruA

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification.

Phone 719-304-8707
Fax 719-352-3840