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David Paul Bodnar

Investment Adviser Representative at KELLETT WEALTH ADVISORS, LLC

Cincinnati, OHCRD #1994752Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
36 yrs
States Registered
1 states
Exams Passed
4

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Ohio
Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 1/21/1991
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 2/21/2001
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 3/27/1990

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

Kellett Wealth Advisors, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

KELLETT WEALTH ADVISORS, LLCCurrent
1/14/2021Cincinnati, OH
DAVID BODNAR ADVISORS LLC
1/13/201112/31/2020Cincinnati, OH
DEETER & BODNAR ADVISORS, LLC
1/24/200612/31/2010Cincinnati, OH
ADVANTAGE CAPITAL CORPORATION
11/26/19994/2/2007Cincinnati, OH

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at KELLETT WEALTH ADVISORS, LLC

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View KELLETT WEALTH ADVISORS, LLC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. David Paul Bodnar has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

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