Schenectady, NY, Oct. 18, 2018 (GLOBE NEWSWIRE) -- Travis Kellman joined NEXT Financial Group, Inc. (“NEXT”), a Texas-based financial services firm, last month. Kellman joins NEXT from Ameriprise Financial and has over 12 years of financial planning experience.
A life-time Schenectady resident, Kellman has joined Lynn Barnes, formerly of Wright and Barnes Investments, to form Kellman Barnes Financial Planning. With their combined 49 years of service to the Schenectady community, they have partnered to continue serving the area for years to come.
Kellman said he was attracted to NEXT because of the broker-dealer’s emphasis on keeping their advisors independent.
“The reason I’m joining NEXT is the independence they allow and the benefits of personal branding,” Kellman said. “But most importantly, because of my partnership with NEXT Representative Lynn Barnes.”
Kellman has a B.S. in Business Economics, an M.S. in Personal Financial Planning, and holds the CFP, CRPC, and EA designations. He is an adjunct professor with the College for Financial Planning and sits on the board of the Financial Planning Association of Northeastern New York.
Kellman lives in Scotia, NY, with his wife, Allison, and daughter, Katherine.
ABOUT
NEXT Financial Group, Inc. is an independent broker-dealer servicing over 500 independent financial representatives throughout the country. An 8-time Broker Dealer of the Year Award* recipient from Investment Advisor Magazine, NEXT also received WealthManagement.com’s best-in-class Service Award in 2016 and the Industry Award for Transition Support in 2017**. The firm continues to build upon its unique culture to better serve the needs of independent financial professionals and their customers.
* Broker-Dealers of the Year are chosen as part of Investment Advisor magazine’s annual readers poll.
**WealthManagement.com Industry Awards recipients are determined by a panel of judges consisting of professionals from across the financial industry.
Securities and investment advisory services are offered through NEXT Financial Group Inc. Member FINRA/SIPC. NEXT Financial Group Inc. is located at 2500 Wilcrest Dr. Ste. 620, Houston, TX 77042. P: 877-876-6398.
Kellman Barnes Financial Planning is not affiliated with NEXT Financial Group, Inc.