Daniel P Kellar, CPFA
Wealth Management Advisor at Wilkerson and Reynolds Wealth Management- Claim this Profile
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Bio
Credentials
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Investment Advisor Representative
North American Securities Administrators AssociationOct, 2018- Sep, 2024
Experience
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Wealth Management Advisor
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Oct 2018 - Present
Licensed and able to help individuals and businesses with all aspects of Wealth Management and Retirement plans. Licensed and able to help individuals and businesses with all aspects of Wealth Management and Retirement plans.
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Owner
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Apr 2014 - Present
Chris and I own Casa de Las Tortugas in Tamarindo, Costa Rica. Our house sleeps 13 and has 6 master suites with 6 1/2 bathrooms (including 1 outdoor shower). 5 master suites are "on the beach"- the only property in the area that we know of that has this. When we are not enjoying the house we do rent it out. Check out our youtube, VRBO and Facebook links for more information. Chris and I own Casa de Las Tortugas in Tamarindo, Costa Rica. Our house sleeps 13 and has 6 master suites with 6 1/2 bathrooms (including 1 outdoor shower). 5 master suites are "on the beach"- the only property in the area that we know of that has this. When we are not enjoying the house we do rent it out. Check out our youtube, VRBO and Facebook links for more information.
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Wealth Management Advisor
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Oct 2018 - Dec 2019
Licensed and able to help individuals and businesses with all aspects of Wealth Management and Retirement plans. Licensed and able to help individuals and businesses with all aspects of Wealth Management and Retirement plans.
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Kia of Columbia
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United States
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Retail
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1 - 100 Employee
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President/GM
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Sep 2015 - Apr 2018
I orchestrated all daily operations at a high-volume Kia dealership, including staffing, financial management, marketing, inventory, and sales. I analyzed market trends and designed omnichannel marketing campaigns to capitalize on emerging opportunities. Additionally, I recruited and built high-performance teams from scratch. Increased sales volume by over 40% and customer r.o.'s by 45%. Grew net profit over 2000%. I orchestrated all daily operations at a high-volume Kia dealership, including staffing, financial management, marketing, inventory, and sales. I analyzed market trends and designed omnichannel marketing campaigns to capitalize on emerging opportunities. Additionally, I recruited and built high-performance teams from scratch. Increased sales volume by over 40% and customer r.o.'s by 45%. Grew net profit over 2000%.
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Joe Machens Dealerships
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United States
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Automotive
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1 - 100 Employee
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General Manager
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Jul 1989 - Jul 2015
I was promoted from Sales Associate to Finance Director through to General Manager of the #1 volume dealership in the state. Throughout my time with Machens Toyota, I continually identified opportunities for improvement and increased volume and net profit YoY through the Great Recession. I succeeded by building strong relationships with local customers and cultivated a reputation for excellent service. Grew operations from 70 to 120 employees. Increased sales and profitability by 80% within the first year as GM. Established new BMW dealership: directed building design choices, staffed new enterprise, and managed operation for first two years. Attained Toyota's highest achievement, the 'President's Award,' six years in a row. Guided dealership through expansion to a lot 3x the size (66000 sq. ft. and 32 service bays). Show less
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Education
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1985 - 1989
University of Missouri-Columbia
Business Administration and Management, General
Community
