John Kelly has been an investment adviser representative at SBE LLC dba Cedar Cove Wealth Partners since August 2025, and is not listed among the firm’s executive officers or direct owners.
Sbe LLC Dba Cedar Cove Wealth Partners is a Bloomington, MN firm with $455M under management, 2,036 clients and 10 advisers across 4 offices, as of its August 2026 filing.
John Kelly is Wealth Advisor Associate of Cedar Cove Wealth Partners. He is part of Cedar Cove's Advice Team as a Planning Advisor. He began with Thrivent as a financial representative before transitioning to Cedar Cove.
John Kelly’s longest registration was 3 years at Thrivent Advisor Network, LLC (2022–2025). Before joining SBE LLC dba Cedar Cove Wealth Partners in 2025, John Kelly was registered through Thrivent Advisor Network, LLC and Thrivent Investment Management Inc.
- Cedar Cove Wealth PartnersCurrent– present · 1 yearBloomington, MN · Adviser representative · Firm CRD 336245
- Thrivent Advisor Network, LLC– · 3 yearsBloomington, MN · Adviser representative · Firm CRD 304569
- Thrivent Investment Management Inc.– · 1 yearGolden Valley, MN · Adviser representative · Firm CRD 18387
Investment adviser representative registrations
John Kelly is registered as an investment adviser representative in Minnesota, since August 2025.
- MinnesotaSince 11 August 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 8 October 2020 |
| Series 63 | Uniform Securities Agent State Law Examination | 18 September 2020 |
| Series 7TO | General Securities Representative Examination | 10 June 2020 |
| SIE | Securities Industry Essentials Examination | 5 March 2020 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- John Michael Kelly
- CRD
- 7189679
- Firm
- SBE LLC dba Cedar Cove Wealth Partners · CRD 336245
- Office
- 7900 XERXES AVE S, SUITE 1750, Bloomington, MN 55431
- Registration
- Investment adviser registration
- In the industry since
- June 2020
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- cedarcovewealth.com
Where does John Kelly work?
John Kelly is an investment adviser representative registered through Sbe LLC Dba Cedar Cove Wealth Partners since August 2025, and is not listed among the firm’s executive officers or direct owners.
Is John Kelly a financial advisor?
Yes. John Kelly has a current investment-adviser registration in Minnesota, through SBE LLC dba Cedar Cove Wealth Partners since August 2025.
How many years of experience does John Kelly have?
John Kelly has 6 years in the financial industry, since June 2020, across 3 adviser firms.
What exams has John Kelly passed?
John Kelly has passed 4 licensing exams: the SIE, Series 7TO, Series 63 and Series 65. The earliest, the SIE, was passed in March 2020.
Where did John Kelly work before SBE LLC dba Cedar Cove Wealth Partners?
Before SBE LLC dba Cedar Cove Wealth Partners, John Kelly was registered through Thrivent Investment Management Inc., October 2020 to June 2022.
Where is John Kelly based?
John Kelly’s registered office is in Bloomington, MN.
Is John Kelly registered with FINRA?
No. John Kelly has no current broker registration.
How can I verify John Kelly’s record?
Search CRD 7189679 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes John Kelly’s full registration record.
