Colin Kelly is a registered investment advisor, based in Orland Park, IL, with 30 years of industry experience.
Location
9501 W 144th Place, Orland Park, IL, 60462-2562
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Colin is a financial advisor at Strategic Investment Solutions, dedicating nearly full-time hours to this role. He also sells fixed insurance and annuities, spending minimal time on this activity.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
January 2018 - Present · 8 yrs 3 mos
Strategic Investment Solutions, INC.
December 2010 - Present · 15 yrs 4 mos
Previous Registrations
LPL Financial LLCBroker
September 2009 - December 2017 · 8 yrs 3 mos
LPL Financial Corporation
September 2009 - December 2009 · 3 mos
Waterstone Financial Group, INC.
November 2002 - September 2009 · 6 yrs 10 mos
Waterstone Financial Group, INC.Broker
October 2002 - September 2009 · 6 yrs 11 mos
Dreher & Associates, INC.Broker
April 1997 - October 2002 · 5 yrs 6 mos
PFS Investments INC.Broker
October 1995 - April 1997 · 1 yr 6 mos
State Registrations7 states
CACOFLILINMIWI
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.