A complete list of active advisors currently associated with Kellam Insurance and Financial Services LLC

Warmer can help you find a great advisor at Kellam Insurance and Financial Services LLC or one who fits your needs even better.

The firm provides nondiscretionary asset management and related financial services and also recommends and places insurance products. It serves self-employed business owners, individuals, and high-net-worth clients, using individual stocks, mutual funds and ETFs and, when appropriate, recommending third‑party money managers. Investment decisions are informed by fundamental and cyclical analysis and implemented primarily through long-term buy‑and‑hold strategies with periodic rebalancing and quarterly reviews; clients retain final approval of trades. The firm works with custodians and may place clients into managed‑account programs when a third‑party manager’s strategy or minimums are more appropriate. Noteworthy distinctions include an active insurance brokerage practice: the firm’s principal spends roughly 40% of their time selling fixed life, long‑term care and other insurance products and receives commissions from those sales, a conflict the brochure discloses. The ADV also discloses a 2012 termination from prior firms for improper signature practices on insurance documents, a disciplinary item the firm reports for prospective clients’ consideration.

To learn more about the advisors currently working at Kellam Insurance and Financial Services LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Reid Kellam	Midway, UT	23

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