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Jeremie K

CFP®, Series 65

Hendersonville, NC

PFG Advisors

Jeremie Kelt is a CFP® with three years of industry experience, currently affiliated with PFG Advisors in Hendersonville, NC. His background includes positions in emergency medical centers and financial services firms such as Securities America and iHn Family Legacy Planning, where he is also involved through a DBA. PFG Advisors offers fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, retirement plans, and corporate clients. The firm employs a combination of macroeconomic allocation and fundamental/technical analysis, primarily using index-based ETFs and supports a distributed network of over 100 advisors across multiple platforms.

Options & derivatives strategies Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Executive Founder/Business Owner
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