kelloggx.com is an independent financial services firm. Our national network of financial advisors provide investment solutions and wealth management advice to individuals, families, business owners and institutions

Our company was founded in 1957 with one specific mission – to optimize the time, talent and entrepreneurial spirit of independent financial advisors. kelloggx.com’s goal has always been to partner with individuals who represent the best in our industry, and who sincerely desire to serve their clients with proficiency, integrity and objectivity.

kelloggx.com is a subsidiary of kelloggx.com Fin-Tech, Inc. and along with our sister companies, we provide the combined services of a national broker-dealer, RIA, insurance agency, investment bank and more. This multi-company support structure allows kelloggx.com independent advisors to guide clients through all areas of financial management. This includes tax-efficient wealth accumulation, retirement income planning, college planning, financial risk management, estate planning and business exit strategies. Our objective, open-architecture approach to product and service deployment allows our advisors to select from commission-based, fee-based or hybrid style business models.