Financial Services Representative, Investment Advisor Representative

Denis M. Kelly, CkP®, AIF®, CPFA®, CHFC®, RICP®, RHU®
Financial Advisor

Denis graduated from University of Illinois and Loyola University of Chicago with degrees in marketing and management.

  • Certified 401(k) Professional (C(k)P®) from The Retirement Advisor University and the Anderson School of Management at UCLA,
  • Accredited Investment Fiduciary (AIF) from the Center for Fiduciary Studies,
  • Certified Plan Fiduciary Advisor (CPFA®) designation from the National Association of Plan Advisors.
  • Chartered Financial Consultant (CHFC)®,
  • Registered Health Underwriter(RHU®)

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Retirement Income Certified Professional (RICP®) designations.
FINRA Series 7, 63, and 65 Licenses, as well as Illinois Life and Health Insurance Licenses.
State Security Licenses: Fl, WI. IL, IN, SC, PR, TX, TN, GA