Kellen Finan
Souders Financial Advisors · Cincinnati, Ohio
Kellen Finan is a fee-only financial advisor at Souders Financial Advisors in Cincinnati, Ohio. Souders Financial Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Souders Financial Advisors |
|---|---|
| Based in | Cincinnati, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $1.41B across 3,616 accounts |
| SEC registration | Investment adviser representative in OH · CRD 8349609 |
| Exams passed | Series 65 (2026) |
| Firm size | 21 employees |
| Disclosures | None reported |
| Website | www.scaohio.com |
How Kellen's firm compares
- Souders Financial Advisors's average account is about $390,000, from its Form ADV (assets managed divided by 3,616 accounts).
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Questions about Kellen
Is Kellen Finan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kellen holds no broker registration, and Souders Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kellen charge for financial advice?
Kellen's firm, Souders Financial Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Kellen Finan based?
Kellen Finan is based in Cincinnati, Ohio.
Is Kellen Finan registered with the SEC?
Yes. Kellen Finan is registered as an investment adviser representative in OH (CRD 8349609), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Souders Financial Advisors manage?
Souders Financial Advisors reports $1.41B across 3,616 accounts in assets under management.
How do I contact Kellen Finan?
Through Kellen's website, www.scaohio.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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