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Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Other Financial Planning
    • -Tax Planning
  • Portfolio Management
    • -Individuals and/or Small Businesses

Funds

Funds Used With Clients

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

Firm Client types

There is no client type data to display at this time.

Qualifications

Experience

No timeline events available.
Employer Years Dates
Reilly Financial Advisors 17 years, 10 months Jan 2002 - Present
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Kevin Philip Kelley?
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Designations & Memberships

  • Certified Financial Planner
    Designation
    Certified Financial Planner
    A standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.
  • Chartered Financial Consultant
    Designation
    Chartered Financial Consultant
    Invididuals holding this designation understand the fundamentals of financial planning, including income tax, insurance, investment and estate planning.

Articles and Answers

Insights by Kevin Kelley

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Not registered
  • disclosures
    None
  • as of date
    Oct 10, 2019
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • as of date
    N/A
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Reilly Financial Advisors

Last updated on March 28, 2019
    • $1.3B
      Total Assets Under Management
    • $0
      Total Assets Under Advisement
    • 800
      number of clients
    • $1.7M
      Estimated Average Account Balance Per Client

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees
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