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
Please support us by letting this adviser know you found them through Boomerater
Fax: 608-833-8195
Address for Steve E. Kelley:
Suite 300
8040 Excelsion Drive
Madison, WI, 53717
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