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Ted Kellner

Retired Executive Charman at Fiduciary Management

No current adviser or broker registrationSEC record checked 17 October 2026

1
Past adviser firms
0
Licensing exams

IAPD record retrieved 17 October 2026SEC record

Ted Kellner is Retired Executive Charman of Fiduciary Management, Inc., a Milwaukee investment adviser managing $11.4B. Ted Kellner has past investment-adviser registrations through 1 firm.

Role at Fiduciary Management

Title on Schedule A
Retired Executive Charman
Control
Ted Kellner is a control person of Fiduciary Management.
Ownership
The filed direct ownership band is 25% to 50%.
Tenure
Ted Kellner has held the filed role since June 2017.

The firm

Fiduciary Management, Inc.
Milwaukee, WI

Form ADV filed 9 June 2026

$11.4B AUM570 clients17 advisers1 offices

Career on record

Firms and exams, newest first
  1. – · 19 years
    Milwaukee, WI · Adviser representative · Firm CRD 109149
  2. – · 16 years
    Milwaukee, WI · Adviser representative · Firm CRD 109149

Registrations and exams

No current adviser or broker registration.

Examinations

No examinations are on Ted Kellner’s record.

Individual record

Full name
Ted Douglas Kellner
CRD
4346870
Registration status
No current adviser or broker registration

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Common questions

Where does Ted Kellner work?

Ted Kellner has been Retired Executive Charman of Fiduciary Management, Inc. since June 2017, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 9 June 2026

Does Ted Kellner have a current investment-adviser registration?

Ted Kellner has no current investment-adviser or broker registration, as of 17 October 2026.

Source: IAPD individual record, checked 17 October 2026

Where was Ted Kellner previously registered as an investment adviser?

Ted Kellner has past investment-adviser registrations through Fiduciary Management, Inc., May 1998 to July 2017; Fiduciary Management, Inc., May 1998 to February 2014, across 1 firm.

Source: IAPD individual record, checked 17 October 2026

Leadership at Fiduciary Management

Sources

  1. IAPD individual record, CRD 4346870. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Fiduciary Management, Inc., filed 9 June 2026. Title, control and ownership bands.

Retrieved 17 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Ted Kellner or Fiduciary Management, Inc. and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.