Steve E. Kelley

RSM McGladrey, Inc.

This adviser will provide you with a COMPLIMENTARY initial consultation

Minimum client assets required: $500,000

Minimum client income required: No minimum required

Title: Director

Offering advice since: 1999

Areas of focus:

  • Annuities
  • Educational Planning
  • Estate Planning/Wills
  • Insurance (risk management, disability insurance)
  • Portfolio Management
  • Retirement Planning
  • Tax Planning

Further information about Steve E. Kelley:

Board of Directors, Common Threads Resource Center

Compensation and Fee Structures:

Fee Based

Licenses, Certifications & Affiliations:

Certified Financial Planner (CFP) and Certified Public Accountant (CPA)

Education:

Bachelors of Business Administration, University of Wisconsin-Whitewater, 1996

Will provide references upon request?

Yes


Further information about RSM McGladrey, Inc.:

(Size of firm: 10-49 advisors)

International CPA firm


Contact Information for Steve E. Kelley

Phone: 608-833-2612
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Fax: 608-833-8195

Address for Steve E. Kelley:
Suite 300
8040 Excelsion Drive
Madison, WI, 53717

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