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Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Other Financial Planning
    • -Tax Planning
  • Insurance
    • -Life Insurance
    • -Long-Term Care Insurance
    • -Annuities
  • Portfolio Management
    • -Individuals and/or Small Businesses
    • -Investment Companies
    • -Businesses or Institutional Clients
    • -Other Portfolio Management

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Valic Financial Advisors 12 years, 9 months Mar 2007 - Present
Kelly Enterprises Inc. 39 years, 11 months Jan 1980 - Present

Designations & Memberships

  • Financial Planning Association
    Membership
    Financial Planning Association
    The Financial Planning Association (FPA®) is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models. We help connect thousands of consumers to competent and ethical planners who uphold the FPA Standard of Care.

Articles and Answers

Insights by Joseph Kelly

There are no insights for this advisor to display at this time.

Answers

Ask a financial questionAsk a question
Can you tell me a good, honest and simple book to read on investing?; it should have a sound investing startegy?
The Intelligent Investor, by Benjamin Graham is the definitive book on investing. yes it's long, but it is blueprint that all investors should follow....  (more)
Answered Jul 2013
How does my 403b plan differ from the 401k I had previously?
You can make tax-deferred contributions into either a 401K or 403B...401K's are usually in the private sector and 403B in the public sector...the employer plan document details who are the approved provider's within your employer's plan...an asset allocation model based on your risk profile is the m...  (more)
Answered Jul 2013
    *Answers are submitted by advisors without compensation.

    Licenses & Conducts

    SEC
    U.S. Securities and Exchange Commission
    • license status
      Registered
    • disclosures
      None
    • as of date
      Oct 16, 2019
    FINRA
    FINRA
    • license status
      Registered
    • disclosures
      None
    • as of date
      Oct 16, 2019
    Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

    Assets

    Advisor

    Last updated on Oct. 17, 2019
      • $158.0M
        Total Assets Under Management
      • $0
        Total Assets Under Advisement
      • 750
        number of clients
      • $210.7K
        Estimated Average Account Balance Per Client

    Valic Financial Advisors, Inc.

    Last updated on Jan. 22, 2016
      • $21.7B
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 270K
        Accounts
      • $80.2K
        Estimated Average Account Balance

    Fees

    Types of Compensation Arrangements