Steve Kellar Email & Phone Number

Certified Financial Planner @ Steve Kellar, CFP

5 free lookup(s).

Steve Kellar Location

Chicago, IL, US

Steve Kellar Work

2025 - now Wealth Management Advisor @ Professional Wealth Advisors, LLC
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1999 - now Certified Financial Planner @ Steve Kellar, CFP
2020 - 2025 Retirement Income Services @ IHT Wealth Management

2009 - 2020 Managing Director of Retirement Income Services @ Sheridan Road Financial, a division of HUB International
2000 - 2016 Financial Services Advisor @ MassMutual
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Steve Kellar Education

Wheaton College
(Theology/Theological Studies)
1969 - 1971

Steve Kellar Skills

Fee-based Portfolio Management
Retirement Income Analysis
Solo 401k

Roth IRA
Income Protection
Life Insurance
Long-term Care
Estate & Business Organization
Social Security Planning
ETFs

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Steve Kellar Summary

Steve Kellar, based in Chicago, IL, US, is currently a Certified Financial Planner at Steve Kellar, CFP. Steve Kellar brings experience from previous roles at Professional Wealth Advisors, LLC, IHT Wealth Management, Sheridan Road Financial, a division of HUB International and MassMutual Financial Group. Steve Kellar holds a 1969 - 1971 Wheaton College. With a robust skill set that includes Fee-based Portfolio Management, Retirement Income Analysis, Solo 401k, Roth IRA, Income Protection and more. Steve Kellar has 3 emails and 2 mobile phone numbers on RocketReach.

Steve Kellar Emails

Found 3 emails

Steve Kellar Phone Numbers

Found 6 phone numbers

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Others Named Steve Kellar

Steve Kellar

Director of Security at Defense Contract Management Agency (DCMA)

Virginia, United States
3
- dcma.mil
- gmail.com
- dcma.com
2
- +1 804-639-XXXX
- +1 814-590-XXXX
Steve Kellar

Customer Success Manager - High Tech at Model N

Denver, CO, US
2
- gmail.com
- modeln.com
5
- +1 303-779-XXXX
- +1 303-308-XXXX
- +1 303-779-XXXX
- +1 650-610-XXXX
- +1 510-463-XXXX
Stephen Kellar

People Data Analyst at Coinbase

Baltimore, MD, US
2
- coinbase.com
- ccm.coinbase.com

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