John
Kelty
Mack Investment Securities, Inc
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About this Advisor
John Kelty is a certified financial planner working in Winnetka, Illinois who has 25 years of industry experience. Kelty is on the advisory team at Mack Investment Securities, Inc. They have spent their complete employment at Mack Investment Securities, Inc. Kelty holds a Series 63 license, designating them as a securities broker, and can work in Illinois and Michigan. Mack Investment Securities, Inc is an advisory company operating out of Winnetka, IL. The firm has a total of seven people on staff. It manages $204 million in assets between its 1,008 accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. Of its 1,008 accounts, 41% are associated with high-net-worth investors who have more than $1 million in assets available to invest. The company performs a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters and market timing services. Financial advisory fee schedules typically are based on which services the firm provides the client. However, fees billed by Mack Investment Securities, Inc most likely are comprised of any combination of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Mack Investment Securities, Inc Brokerage Details
$203,485,844
7
1,008
$201,871
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- Market timing services
John Kelty Work History
John has been registered as a financial advisor for 25 years.*
Mack Investment Securities, Inc
*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 John Kelty to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
