Judith Kellner has been an investment adviser representative at Maia Wealth since October 2025, and is not listed among the firm’s executive officers or direct owners.
Maia Wealth, LLC is a Denver, CO firm with $973M under management, 2,148 clients and 36 advisers across 9 offices, as of its May 2026 filing.
Judith Kellner’s longest registration is the current one, 1 year at Maia Wealth since 2025.
- Simplicity WealthAlso current– present · under a yearColorado Springs , CO · Adviser representative · Firm CRD 300572
Investment adviser representative registrations
Judith Kellner is registered as an investment adviser representative in 2 states. Each was approved in October 2025.
- ColoradoSince 15 October 2025
- TexasSince 15 October 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 6 October 2025 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 8174953
- Firm
- Maia Wealth · CRD 292817
- Office
- 1331 17TH STREET, SUITE 800, Denver, CO 80202
- Registration
- Investment adviser registration
- In the industry since
- October 2025
- Disciplinary history
- Not yet shown here · SEC record
Where does Judith Kellner work?
Judith Kellner is an investment adviser representative registered through Maia Wealth, LLC since October 2025, and is not listed among the firm’s executive officers or direct owners.
Is Judith Kellner a financial advisor?
Yes. Judith Kellner has a current investment-adviser registration in Colorado and Texas, through Maia Wealth since October 2025.
How many years of experience does Judith Kellner have?
Judith Kellner has 1 year in the financial industry, since October 2025, across 2 adviser firms.
What exams has Judith Kellner passed?
Judith Kellner passed the Series 65 in October 2025.
Where is Judith Kellner based?
Judith Kellner’s registered office is in Denver, CO.
Is Judith Kellner registered with FINRA?
No. Judith Kellner has no current broker registration.
How can I verify Judith Kellner’s record?
Search CRD 8174953 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Judith Kellner’s full registration record.