CoverProfile

Michael Kelley

President

Charter Advisory Corporation

United States, Indiana, Indianapolis

About Me

Michael J. Kelley, CPA, CFP® is a life-long resident of Indianapolis. He is a graduate of Michigan State University where he received his degree in accounting. Mr. Kelley is a Certified Public Accountant and a member of the Indiana CPA Society. He formerly practiced with a national CPA firm. Mr. Kelley is a licensed insurance broker, a Certified Financial Planner, and a Registered Principal of LPL Financial. Mr. Kelley is the President of the registered investment advisory firm Charter Advisory Corporation.

Profile Information

President

Charter Advisory Corporation

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Indianapolis

Indiana

United States

Jul 29, 2024

Work Experience

Charter Advisory Corporation

President
Jan 1983 - Present
Email: mkelley@charteradvisory.com

More profiles to browse

RH
Randy Harrison
Financial Advisor and LPL Registered Representative
JT
Julie Thompson
Investment Advisor Representative

You Might Like

KP
Kathy Polichetti
Senior Client Service Specialist
Pennsylvania Capital Management
NZ
Nancy Zatzman
Project Manager
Pennsylvania Capital Management
JH
Jamie Heisch
Investment Associate
Silicon Valley Community Foundation
RR
Rachel Rademacher
Vice President of Operations
Rademacher Financial Inc