MK
CFP
MK
CFP

Michael Joseph Kelley

43 Years of Experience
2 DisclosuresBrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningEstate PlanningFinancial Planning & CoachingTax Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
26657 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
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Location

250 E. 96th Street, Suite 200, Indianapolis, IN, 46240

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 2023
Settled
Customer Dispute
November 2003
Denied
Other Business ActivitiesSells Insurance

Michael is president of Charter Insurance Corporation, an insurance agency, and spends about 10-20% of his time there. He also provides investment advisory services through Charter Advisory Corporation, dedicating about a quarter of his time, and has a 50% ownership in OSJ Alliance LLC, spending minimal time there.

Employment History
Current Registrations
LPL Financial LLCBroker
September 2009 - Present · 16 yrs 5 mos
Charter Advisory Corporation
September 1999 - Present · 26 yrs 5 mos
Previous Registrations
LPL Financial LLC
March 2017 - March 2023 · 6 yrs
Mutual Service CorporationBroker
March 1999 - September 2009 · 10 yrs 6 mos
Titan/value Equities Group, INC.Broker
January 1985 - March 1999 · 14 yrs 2 mos
Wzw Financial Services, INC.Broker
March 1982 - January 1985 · 2 yrs 10 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.