DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Steven Keith Kellar
Certified Financial Planner
Feed of 09/14/2026
Also filed as Steven Keith Kellar
At current firm
1 y
since Jul 1, 2025
In the industry
21 y
since Jun 20, 2005 (earliest exam, job or registration)
Prior registered firms
6
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Highpoint Planning Partners independent RIA currentsince Jul 1, 2025 · Downers Grove, Il
- Iht Wealth Management LLC BD affiliatedDec 21, 2020 to Jul 11, 2025 · Chicago, Il
- Sheridan Road Advisors, LLC, A Hub International Company formerSep 14, 2018 to Dec 31, 2020 · Northbrook, Il
- Independent Financial Partners BD affiliatedOct 19, 2010 to Jan 7, 2019 · Northbrook, Il
- Sheridan Road Advisors, LLC unclassifiedSep 29, 2010 to Dec 31, 2010 · Northbrook, Il
- Nrp Advisors, Inc. unclassifiedSep 11, 2009 to Dec 1, 2010 · Northbrook, Il
- MML Investors Services, LLC BD affiliatedJun 20, 2005 to Sep 22, 2009 · Chicago, Il
Moves
a registration end followed by a registration begin elsewhere
- Iht Wealth Management LLC to Highpoint Planning Partnersleft Jul 11, 2025, registered Jul 1, 2025 (-10 days) · Affiliated broker-dealer or bank to independent RIA
- Sheridan Road Advisors, LLC, A Hub International Company to Iht Wealth Management LLCleft Dec 31, 2020, registered Dec 21, 2020 (-10 days) · Other · moved with a team
- Independent Financial Partners to Sheridan Road Advisors, LLC, A Hub International Companyleft Jan 7, 2019, registered Sep 14, 2018 (-115 days) · Affiliated broker-dealer or bank to a newly registered adviser · moved with a team
- Sheridan Road Advisors, LLC to Independent Financial Partnersleft Dec 31, 2010, registered Oct 19, 2010 (-73 days) · Other
- Nrp Advisors, Inc. to Sheridan Road Advisors, LLCleft Dec 1, 2010, registered Sep 29, 2010 (-63 days) · Other
- MML Investors Services, LLC to Nrp Advisors, Inc.left Sep 22, 2009, registered Sep 11, 2009 (-11 days) · Other
Signals
- Steven Keith Kellar left Iht Wealth Management Llc for Highpoint Planning Partners (registered 2025-07-01)Jul 11, 2025 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 21derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address