Michael Kelley
Michael Kelley is a registered investment advisor at LPL Financial LLC, based in Indianapolis, IN, with 44 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
250 E. 96th Street, Suite 200, Indianapolis, IN, 46240
Get directionsHistory
Regulatory History (2)
Customer Dispute
August 2023Customer Dispute
November 2003Other Business ActivitiesSells Insurance
Michael is president of Charter Insurance Corporation, an insurance agency, and spends about 10-20% of his time there. He also provides investment advisory services through Charter Advisory Corporation, dedicating about a quarter of his time, and has a 50% ownership in OSJ Alliance LLC, spending minimal time there.
Employment History
Current Registrations
LPL Financial LLCBroker
Charter Advisory Corporation
Previous Registrations
LPL Financial LLC
Mutual Service CorporationBroker
Titan/value Equities Group, INC.Broker
Wzw Financial Services, INC.Broker
State Registrations53 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.