Michael Kelley, CFP, CLU

Tel: (330) 990-8895
3700 Embassy Parkway, Suite 330
Akron, OH 44333

Planning Today...for a Brighter Tomorrow

Wealth Guard Financial | Financial Advisor in Akron ,OH

About Wealth Guard Financial

Our team's combined experience, credentials, and knowledge of a wide-range of
products and services allow our firm to provide top-quality, cost-effective financial
strategies that are designed to help our clients realize their financial goals.

Whether it's developing a financial strategy, creating a customized executive benefits
program for a business, implementing a needs-based insurance strategy or preparing a
detailed asset allocation analysis, our mission is simple: to provide innovative and
practical financial programs for our valued clients.

Our firm's reputation for professional excellence and reliability gives our clients a high-
level of confidence in the programs and products we recommend and help implement.

We look forward to helping you take control of your financial future.

7 Years of Experience



General Information
Firm Start Year:   2015
No.of Employees:   2-4
Insurance License#:   964480
States Licensed in:   OH
Number of Years with Current Firm:   1


Qualifications & Memberships
Insurance and Annuity Licenses:   Property , Variable Life , Long Term Care , Variable Annuity , Life , Health , Annuity , Casualty , Accident
Non-Financial Organization Memberships:   Fairlawn Chamber of Commerce


Firm Information
Firm's Number of Clients:   3,000
Assets Managed by Firm:   $500,000,000


Compliance
Registered Representative:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation & Fees
Fee Structure:   I am a Fee-Based financial professional
Compensation Methods:   Commissions , Based on Assets


Board Positions
Organization:  Malachi House  Cleveland, Ohio
Position :  Associate Board Member
Duration :  03/2018-Currently holding


Education
Bachelors of Finance - Finance  The University of Akron - Akron, Ohio
September 2009- May 2013



FAQs


DISCLAIMER

CFP and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements. Michael Kelley is a registered representative who offers securities through AXA Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC and an agent who offers annuity and insurance products through AXA Network, LLC (AXA Network Insurance Agency of California, LLC in CA, AXA Network Insurance Agency of Utah, LLC in UT, AXA Network of Puerto Rico, Inc. in PR). Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC. AXA Advisors and AXA Network are affiliated companies and do not provide tax or legal advice. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. Your receipt of this e-mail does not necessarily indicate that the sender is able to transact business in your state. Wealth Guard Financial is not a registered investment advisor and is not owned or operated by AXA Advisors or AXA Network.

Michael Kelley, CFP, CLU

Michael Kelley, CFP, CLU

CERTIFIED FINANCIAL PLANNER™ Certificant, CLU®

Communities Served

Akron Aurora
Barberton Beachwood
Bedford Berea
Brecksville Broadview Heights
Brook Park Brunswick
Canton Chagrin Falls
Cleveland Columbia Station
Cuyahoga Falls Hinckley
Hudson Independence
Kent Lakemore
Lakewood Macedonia
Mantua Maple Heights
Massillon Medina
Mogadore North Canton
North Olmsted North Ridgeville
North Royalton Olmsted Falls
Ravenna Richfield
Rittman Rocky River
Rootstown Solon
Stow Strongsville
Tallmadge Twinsburg
Valley City Westlake

Office Hours

wiseradvisor-balck-li-img Mon. 8:00 AM - 7:00 PM
wiseradvisor-balck-li-img Tue. 8:00 AM - 7:00 PM
wiseradvisor-balck-li-img Wed. 8:00 AM - 7:00 PM
wiseradvisor-balck-li-img Thu. 8:00 AM - 7:00 PM
wiseradvisor-balck-li-img Fri. 8:00 AM - 7:00 PM
wiseradvisor-balck-li-img Sat. 8:00 AM - 12:00 PM

News & Events



Tax Reform Update & Investment Committee Rollout
When: 05/17/2018 |
Location: Canton Pro Football Hall of Fame
Details:Join us as we get to hear from one of the most well-respected tax attorneys in the Cleveland/Akron area and get an in-depth look at our newly formed Investment Committee!

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