Michael
Kelley
Cornerstone Wealth Management
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About this Advisor
Michael Kelley is a certified financial planner operating in Westlake, Ohio, with a total of 3 years of relevant experience. Kelley currently works for Cornerstone Wealth Management. Their career trajectory has included roles at Valmark Securities, Inc, Raymond James Financial Services, Axa Advisors, LLC, Carver Financial Services, Kelley Financial Planning, LLC and Cornerstone Wealth Management. Kelley has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to work in Ohio. Cornerstone Wealth Management is a registered investment firm headquartered in Westlake, OH. It controls $330 million in assets among its 829 accounts, making it one of the mid-sized firms in the country by assets under management. The firm provides financial advice to seven charities and foundations. Of its 829 customer accounts, 15% are held by high-net-worth investors who have greater than $1 million in investable assets. Cornerstone Wealth Management has a set of services, such as financial planning services and portfolio management for individuals and small businesses. Financial advisory fees usually depend on which services the firm provides the client. However, fee types charged by Cornerstone Wealth Management can include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cornerstone Wealth Management Brokerage Details
$329,921,552
8
829
$397,975
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Michael Kelley Work History
Michael has been registered as a financial advisor for 3 years.*
Cornerstone Wealth Management
Kelley Financial Planning, LLC
Axa Advisors, LLC
Raymond James Financial Services
Carver Financial Services
Valmark 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 Michael Kelley 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 Cornerstone Wealth Management
Westlake, OH
Westlake, OH
Westlake, OH
Westlake, OH
Westlake, OH
Westlake, OH
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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.
