Kelli Davis Email & Phone Number

My main focus: Dedicating my time to helping employers offer quality retirement plans so that their employees can save for a comfortable retirement.Since 2004, I have been been dedicated to helping clients and employees reach their retirement goals. As part of that, I take a serious interest in what my clients do with their free time to learn better ways to guide them towards achieving financial success. As the Vice President of Retirement Consulting, I believe that qualified retirement plans have become an essential part of people’s financial lives. With defined benefit pension plans becoming increasingly rare, 401(k) and 403(b) plans are necessary vehicles to allow people to save for retirement. With a B.S. in Economics from DePauw University, I have earned my Accredited Investment Fiduciary, AIF®, and Certified 401(k) Professional, C(k)P, designations. In my person life, I am a proud wife and mom of twins, living in Indianapolis. Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info' section. Investment advice offered through CSi Advisory Services, a registered investment advisor and separate entity from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am registered to do business, please visit http://www.csiadvisoryservices.com.

Listed skills include Insurance, Retirement Planning, Financial Planning, Investments, and 2 others.

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  Depauw University

  Economics