Kevin Lawrence Kelly
Advisor at Cetera — Schaumburg, IL American Lane
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 66
Experience Industry experience
19 years
Location
Schaumburg, IL 60173-2096
Cetera
Institution
Kevin Kelly is a financial advisor at Cetera with 19 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Avantax Investment Services and LPL Financial. Kelly also leads Legacy Tax & Accounting, LLC, where he manages tax preparation, accounting, and payroll services. Cetera Investment Advisers LLC serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and retirement services and operates a multi-manager platform combining affiliated and third-party investment strategies.
Based on Cetera
Based on Cetera
Flat fees may be charged for financial planning and consulting services as negotiated with advisor.
$0 - $250,000: up to 2.90% $250,001 - $500,000: up to 2.90% $500,001 - $1,000,000: up to 2.70% $1,000,001 - $2,000,000: up to 2.00% $2,000,001+: up to 1.50%
Advisors may be registered representatives and licensed insurance agents earning commissions on securities and insurance products.
Consulting and financial planning services may be charged on an hourly rate basis, ranges not specifically stated.
Account minimum: $5,000 Fee-only: Flat fees for financial planning and consulting services; hourly fees for financial planning and consulting according to client agreement; fees negotiated with advisor.
Schaumburg, IL American Lane
1450 American Lane, 6th Floor, Suite #650
Schaumburg IL 60173
Advisors at this office
38
Georgia · Nevada · North Carolina · Texas
19 years of industry experience
Cetera Wealth Services, LLC
2025 - Present • 1 year
El Segundo, CA
Cetera
2025 - Present • 1 year
Schaumburg, IL
Legacy Tax & Accounting, LLC
2024 - Present • 2 years
Asheville, NC
Avantax Investment Services Inc.
2021 - 2025 • 4 years
Atlanta, GA
Avantax Insurance Agency, LLC.
2021 - 2025 • 4 years
Atlanta, GA
Avantax Advisory services
2021 - 2025 • 4 years
Atlanta, GA
Harvard Risk Management
2016 - Present • 10 years
Atlanta, GA
IFG Advisory, LLC
2013 - 2021 • 8 years
Atlanta, GA
Legacy Capital Advisors, LLC
2013 - Present • 13 years
Atlanta, GA
Resurgens Investments, LLC
2012 - Present • 14 years
Atlanta, GA
Resurgens Investments, LLC
2012 - Present • 14 years
Atlanta, GA
LPL Financial, llc
2010 - 2021 • 11 years
Atlanta, GA
Ameriprise
2007 - 2010 • 3 years
Atlanta, GA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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