Steve Kellar Email & Phone Number
Certified Financial Planner
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Steve Kellar Location
- Chicago, IL, US
Steve Kellar Work
- 2025 -now Wealth Management Advisor @
- 1999 -now Certified Financial Planner @ Steve Kellar, CFP
- 2020 -2025 Retirement Income Services @
- 2009 -2020 Managing Director of Retirement Income Services @
- 2000 -2016 Financial Services Advisor @
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
- Estate and Business Organization
- Fee Based Investment Portfolios
- Social Security Maximization
- Long Term Care Planning
- Fee Based Portfolio Management
- Long Term Care
- Life Insurance Policy Analysis
- Retirement Income Management
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 on RocketReach.
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