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Colin Thomas Kelly

Strategic Investment Solutions, Inc.

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About Colin Thomas Kelly

Colin Kelly is a financial advisor with Strategic Investment Solutions, Inc. based in Orland Park, Illinois. Colin has been a registered investment advisor for over 20 years. Colin specializes in helping individuals achieve their financial goals.

Firm Information

Colin Kelly is currently registered with Strategic Investment Solutions, Inc.. Strategic Investment Solutions, Inc. is an investment advisor based in ORLAND PARK, IL. The firm manages approximately $910,000,000 in regulatory assets under management for 3,910 clients. They offer portfolio management services for individuals and have 12 investment adviser representatives. They also have experience working with clients in 401K plans, high-net-worth individuals, and individuals other than high-net-worth.
Strategic Investment Solutions, Inc.

9501 W 144TH PLACE

ORLAND PARK, IL 60462-2562

$910.00M

Assets Under Management

Not reported

Total Clients

10

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Colin Kelly’s Registration & Firm History

IL

12/03/2010 - Present

Strategic Investment Solutions, Inc. (ORLAND PARK IL)

IL

09/08/2009 - 12/31/2017

LPL FINANCIAL LLC (CHICAGO IL)

IL

10/28/2002 - 09/08/2009

WATERSTONE FINANCIAL GROUP, INC. (CHICAGO IL)

IL

04/16/1997 - 10/28/2002

DREHER & ASSOCIATES, INC. (OAKBROOK TERRACE IL)

GA

10/09/1995 - 04/17/1997

PFS INVESTMENTS INC. (DULUTH GA)

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Licenses & Designations

IA

Issued 04/28/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/06/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/13/1997

Series 7 - General Securities Representative Examination

BC

Issued 10/06/1995

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Colin Thomas Kelly.
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