Steve Kellar, Cfp® Email and Phone Number
Steve Kellar, Cfp® work email
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Steve Kellar, Cfp® personal email
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Steve Kellar, Cfp® phone numbers
Our focus is retirement income planning. My associates and I aim to help individuals and couples envision and launch themselves into a secure and satisfying post-career lifestyle - sometimes sooner than they thought possible. Of equal importance is our goal to secure and manage the income needed; our clients have entrusted us with a predictable future of monthly paychecks, and we take this very seriously. That responsibility is our highest priority and provides us our greatest satisfaction -- we want to enable existing and new clients to "Choose Their Day" and then enjoy that next chapter of life they've worked hard to achieve.I began my career over 30 years ago as an insurance agent with New England Life and then later joined Mass Mutual Financial Group where I built a successful practice. In 1999 I obtained my credentials as a CERTIFIED FINANCIAL PLANNER®. In 2009 I joined a boutique Chicago Registered Investment firm to focus on investment management. From that point forward I have devoted my professional life to wealth management and the personal freedom sound financial planning can provide my clients. I have been privileged to work with wealthy families, single parents, career professionals, and business owners. I am very pleased to practice my profession within such a vibrant organization as IHT Wealth Management. It is a special pleasure to often combine my skills with other professionals within our firm. It is the best of both worlds for me and for my clients.On the personal side I am a serious photographer, a long-time Chicago resident (Albany Park), and I will travel to NYC for a favorite ballet. I have a beautiful wife, five wonderful daughters and a fierce Maltipoo named Loki.• Securities offered through LPL Financial, member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact’ section. Investment advice offered through IHT Wealth Management, 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.• The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Iht Wealth Management
View- Website:
- ihtwealthmanagement.com
- Employees:
- 60
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Retirement Income ServicesIht Wealth Management Dec 2020 - PresentChicago, Illinois, United States -
Certified Financial PlannerSteve Kellar, Cfp Jun 1999 - PresentGreater Chicago Area
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Managing Director Of Retirement Income ServicesSheridan Road Financial, A Division Of Hub International Sep 2009 - Dec 2020Greater Chicago AreaThird 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.Compliance Disclaimer - Securities offered through LPL Financial. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to website section above. Advisory services offered through Sheridan Road Advisors, LLC, a HUB International company and SEC registered investment advisor. Sheridan Road Financial, Sheridan Road Advisors, LLC and HUB International are separate entities from LPL Financial. -
Financial Services AdvisorMassmutual Financial Group Mar 2000 - Jul 2016Greater Chicago Area
Steve Kellar, Cfp® Skills
Steve Kellar, Cfp® Education Details
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Theology/Theological Studies
Frequently Asked Questions about Steve Kellar, Cfp®
What company does Steve Kellar, Cfp® work for?
Steve Kellar, Cfp® works for Iht Wealth Management
What is Steve Kellar, Cfp®'s role at the current company?
Steve Kellar, Cfp®'s current role is Longevity Planning | Retirement Income Services.
What is Steve Kellar, Cfp®'s email address?
Steve Kellar, Cfp®'s email address is sh****@****bal.net
What is Steve Kellar, Cfp®'s direct phone number?
Steve Kellar, Cfp®'s direct phone number is +177338*****
What schools did Steve Kellar, Cfp® attend?
Steve Kellar, Cfp® attended Wheaton College.
What are some of Steve Kellar, Cfp®'s interests?
Steve Kellar, Cfp® has interest in Exercise, Home Improvement, Shooting, Reading, Sports, Home Decoration, Health, Photograph, Cooking, Gardening.
What skills is Steve Kellar, Cfp® known for?
Steve Kellar, Cfp® has skills like Fee Based Investment Portfolios, Retirement Income Management, Social Security Maximization, Life Insurance Policy Analysis, Long Term Care Planning, Estate And Business Organization, Etfs.
Who are Steve Kellar, Cfp®'s colleagues?
Steve Kellar, Cfp®'s colleagues are Denzil Dias, Anyssa (Volarath) Nerja, Chad Sewell Cfp®, Brian Housel, Jennifer A. Siebenaler, Catarina Edwards, Marilyn Friedman.
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