MichaelKelsey- Financial Advisor Dublin, OH

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About Michael Kelsey

Primarily, we are committed to the individual. We believe in building trustworthy relationships that allows us to truly get to know our clients. We like our clients, and we enjoy working with them. By taking a process driven approach, we can get to know and understand our clients' unique and complex needs. By putting the relationship first, we can offer a client driven experience, one that is guided to each of our client's values and objectives with the ability to adjust to changes along the way.

See Disclosures

General Information

CRD#

4292753

Firm CRD#

6413

Insurance License#

823581

Name of Broker/Dealer

LPL FINANCIAL LLC

States Licensed in

OH, AZ, FL, PA,TX, MI, NY

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Businesses, Individual Investors, Non-Profit Organizations

Foreign Languages Serviced

Advisory Services Provided

Financial Planning for Individuals, Financial Planning for Businesses, Education Funding and Planning, Financial Advice & Consulting, Investment Advice & Management, Insurance Products & Annuities, Financial Planning, Portfolio Management, Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning

Compliance

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Securities Licenses

Series 7, Series 66

Insurance and Annuity Licenses

Variable Life, Long Term Care, Variable Annuity, Life, Health, Annuity, Disability

Firm Information

Advisor's Number of Clients

Advisor's Number of Managed Clients

Advisor's Number of Planning Clients

Assets Managed by Advisor

$10000000

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$25,000

Compensation Methods

Based on Assets, Flat Fee, Commissions

Hourly Rate

Education

Business Marketing - Business

University of Dayton
07/03/1995 -06/01/1999

Disclosures

PaladinRegistry.com provides referrals to financial professionals of LPL Financial, LLC (LPL). PaladinRegistry.com is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay PaladinRegistry.com cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

LPL ADV 2A

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf

Additional Detailed Disclosures

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/wiseradvisor/wiseradvisor-lpl-detailed-disclosures.pdf

Disclaimer

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC.

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Paladin Research Report For:

Michael Kelsey

LPL Financial