Topline | Mike Kelley

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Mike Kelley

Managing Partner at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">Independent Planners Group, LLC</span>

Intro Book

Seasoned financial expert with 33 years of experience in insurance and financial planning.

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Location

Scottsdale, Arizona, United States, US

Languages

English -

Skills

Fixed Annuities
Retirement
Life Insurance
Retirement Planning
Insurance
Term Life Insurance
Long Term Care
Disability Insurance
Financial Planning
401k
Estate Planning
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Rate

This rate is determined by the professional's skill set, client collaboration, experience and appearance on lineups.

$125.0

Hourly Rate

How This Rate is Calculated

Okay, let’s tackle this. So Mike Kelley has 33 years of experience in insurance and financial planning, which is a significant amount of time. He has worked in various roles, including leadership positions, which suggests a high level of expertise. However, his location is Scottsdale, AZ, which is not a hub for financial services. According to national averages, financial planners with similar experience can charge between $100-$250 per hour. Considering Kelley’s level of experience and education, I would estimate his hourly rate to be on the lower end of this range, around $125. This is also influenced by the fact that he has worked in the industry for so long and has likely seen fluctuations in the market, which may have impacted his earning potential.

Bio

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Topline AI

Mike Kelley is a seasoned financial expert with 33 years of experience in insurance, financial planning, and leadership. He has held various roles, including Managing Partner at Independent Planners Group, LLC, and Owner at Kelley Financial Services. Kelley has a Bachelor of Science degree in Business Administration and Management from Southeast Missouri State University.

Experience

Independent Planners Group, LLC
- Scottsdale, AZ
- Managing Partner
  - Mar 1991 - Present
  - Scottsdale, AZ
  Financial advisors and professionals choose IPG as their lead insurance partner not just for our competence and trusted expertise, but because we provide a client-focused experience. What this means to you is we put the best interests of you and your clients first, to help advance the planning ob...
Kelley Financial Services
- Phoenix, AZ
- Owner
  - Jan 1986 - Mar 1991
  - Phoenix, AZ
Kelley Nelson Construction Company
- Phoenix, AZ
- Sales Manager
  - Oct 1985 - Dec 1986
  - Phoenix, AZ
Kelley Electric Company
- President
  - Jun 1966 - Oct 1984

Education

1962 - 1966

Southeast Missouri State University

1962 - 1966

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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Mike Kelley

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$125.0

Hourly Rate