Kelly joined Phillips Financial in June 2011 to work with individual clients in managing their investment portfolios. Kelly retired as a Vice President of Lincoln National Corporation in December 2010 with thirty-five years of service. His work experience included a number of managerial and executive positions in annuity product design and management, investment funds management, and retirement plan products. Kelly managed Lincoln’s acquisition and integration of Unum’s retirement business in 1996. He was the Chairman and President of Lincoln’s proprietary variable insurance products trust for 10 years during which time assets under management increased tenfold. Kelly received his Bachelo
Clevenger Kelly
Investment Adviser Representative
Phillips Financial
United States, Indiana, Fort Wayne
About Me
Profile Information
Investment Adviser Representative
Phillips Financial
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Fort Wayne
Indiana
United States
Oct 15, 2025
More profiles to browse
JM
Jeanine M. Herold
Investment Adviser Representative, Financial Planner, Partner
RP
Rick Phillips
Partner, Investment Adviser Representative and Managing Partner
Shannon Hardiek
Investment Advisor Rep/Partner
Chad Burch
Partner & Investment Adviser Representative
You Might Like
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation
BW
Bill Wood
Managing Member, Principal
Nova R Wealth
RR
Rachel Rademacher
Vice President of Operations
Rademacher Financial Inc