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 in the Property & Casualty field then in 1998, he broadened his services to include investments and insurance products. He was recruited by New England Financial (NEF) in 2000 and for over 12 years, Brad served in numerous roles at NEF.  From Advisor to Senior Managing Assoc. to leading the Pension Strategies Team for the state of Colorado–He helped grow the Firm 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 29 years and they have 2 children.  Lindsey, a graduate of Lindenwood University in MO with her degree in Performing Arts/Dance and is currently working in D-20 and D-11 and various dance studios,  and Jimmy, who is currently attending CU Boulder majoring in Civil Engineering and is an alumni of the world class Blue Knights Drum & Bugle Corps out of Denver, CO.  In his free time Brad continues to coach running backs for the Colorado Springs Flames – a nationally ranked semi-pro football team, and enjoys riding 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