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Michael Joseph Kelley

Charter Advisory Corp.

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About Michael Joseph Kelley

Michael Kelley is a Certified Financial Planner® with over 40 years of experience in the financial services industry. Michael is currently registered with Charter Advisory Corp. and holds licenses in several states. Michael is a Registered Representative with LPL Financial LLC, and is a Registered Investment Advisor Representative with Charter Advisory Corp. Michael focuses on providing investment advisory services to individuals and families, as well as pension and profit-sharing plans. Michael's expertise includes financial planning and portfolio management.

Firm Information

Michael Kelley is currently registered with Charter Advisory Corp.. Charter Advisory Corp. is an investment advisor located in Indianapolis, Indiana. The firm has 14 licensed agents, 15 investment adviser representatives, and 15 registered representatives. They advise individuals, high net worth individuals, pension and profit sharing plans, corporations and other businesses, and charitable organizations. They manage approximately $319 million in regulatory assets under management. The firm offers financial planning, portfolio management for individuals, selection of other advisors, and participates in a wrap fee program. Their website is HTTP://WWW.CHARTERADVISORY.COM.
Charter Advisory Corp.

250 E. 96TH STREET

INDIANAPOLIS, IN 46240

$319.22M

Assets Under Management

2

Total Clients

13

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your 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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Michael Kelley’s Registration & Firm History

IN

04/03/2020 - Present

Charter Advisory Corp. (INDIANAPOLIS IN)

IN

03/31/1999 - 09/08/2009

MUTUAL SERVICE CORPORATION (INDIANAPOLIS IN)

CA

01/23/1985 - 03/31/1999

TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)

NA

03/01/1982 - 01/28/1985

WZW FINANCIAL SERVICES, INC.

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Licenses & Designations

BC

Issued 05/03/1982

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/13/1986

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/20/1982

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Michael Joseph Kelley. Review regulatory record here.
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