Colin
Kelly
Strategic Investment Solutions, Inc
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About this Advisor
Colin Kelly is a financial advisor based out of Orland Park, Illinois with a total of 13 years of relevant experience. Kelly works at Strategic Investment Solutions, Inc. The advisor has gained experience at Lpl Financial Corporation, Strategic Investment Solutions and Purshe Kaplan Sterling Investments. Kelly has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to advise clients in Illinois. Strategic Investment Solutions, Inc is a financial advisory company operating out of Orland Park, IL. The company has offices in four locations and a total of 13 advisors. It has $611 million in assets under management across its 3,082 client accounts, making it one of the bigger investment advisory firms in the United States by assets under management. Of its 3,082 client accounts, just 9% belong to high-net-worth individuals who have at least $1 million in investable assets. The advisory firm provides portfolio management for individuals and small businesses. A financial advisor's fees are based on which services the firm provides the client. Fees billed by Strategic Investment Solutions, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Strategic Investment Solutions, Inc Brokerage Details
$611,000,000
13
3,082
$198,248
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Colin Kelly Work History
Colin has been registered as a financial advisor for 13 years.*
Purshe Kaplan Sterling Investments
Strategic Investment Solutions
Lpl Financial Corporation
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Colin Kelly to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Strategic Investment Solutions, Inc
Orland Park, IL
Westlake, OH
Orland Park, IL
Orland Park, IL
Orland Park, IL
Orland Park, IL
Orland Park, IL
Avon, OH
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