Jeremy Kelley
Jeremy Kelley is a CFP-designated registered investment advisor at Creative Financial Solutions, LLC, based in Washington Court House, OH, with 17 years of industry experience. Jeremy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Retirement Planning, and 1 more.
Compensation
Firm Size
IM Fee
Fee Structure
At the anniversary of your initial financial plan, you can choose to continue the planning relationship for a retainer fee. This covers an additional 12-month period and allows you to contact CFS as needed.
The fee for financial planning services is determined based on the expected time and complexity of your situation, starting at 1/2 of 1% of your net worth, with a minimum fee of $750. In some cases, planning may be limited in scope and handled under a fee for service based on the degree of difficulty and time required.
Location
310 E. Court St., Washington Court House, OH, 43160
Get directionsHistory
Regulatory History
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
Jeremy is an advisory representative of two RIAs, Creative Financial Solutions LLC and CIRA, and an independent insurance agent for Kelley Financial LLC. He also serves as a trustee for Steven and Rochelle Rawlins, dedicating minimal time to these roles.
Employment History
Current Registrations
Creative Financial Solutions, LLC
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
The Huntington Investment CompanyBroker
Huntington Financial Advisors
Edward Jones
Edward JonesBroker
The Huntington Investment CompanyBroker
State Registrations2 states
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.