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Mike Kelley
Registered Representative
37417 N. Tom Darlington Drive, Suite 2
Carefree, AZ 85377
Map to My Office
Phone:
480.488.0599
Phone: 800.352.3358
Fax:
480.488.3361
Email Mike Kelley
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Alternate Address:
P O Box 3470
Carefree, AZ 85377-3470 |
Mike Kelley, Managing Partner of the Independent Planners Group (IPG), a wholesale insurance and financial services brokerage firm, specializes in providing sales and technical support for insurance agents and financial planners. IPG specializes in variable, fixed, and immediate annuities; disability and sub-standard disability income; life insurance; long-term care; and structured settlements.
Education:
Mike is a graduate of Southeast Missouri State University with a Bachelor of Science degree in Business Administration
Career Highlights:
Prior to forming IPG (formerly Kelley Financial Services) in 1986, Mike was a co-owner of Kelley & Taylor, a commercial mortgage banking firm.
Personal Notes:
Mike and his wife Patsy live in Carefree, AZ. They, along with their sons Chris and Brian, all work with IPG.
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Neither Foothill Securities, Inc. nor CUE Financial Group, Inc. is an affiliate of any Credit Union. Foothill Securities, Inc. is a registered broker/dealer and member of FINRA & SIPC. Both Foothill Securities, Inc. and CUE Financial Group, Inc. are SEC Registered Investment Advisors. Securities, advisory services, and insurance products are offered by Foothill Securities, Inc. CUE Financial Group, Inc. offers advisory services and insurance products. Investments and insurance products are not insured by the NCUA/NCUSIF or any other regulatory agency, are not deposits or obligations of, nor guaranteed by any Credit Union or any affiliated entity, and may lose value. Foothill Securities, Inc. and CUE Financial Group, Inc. may receive commissions in connection with insurance or securities transactions conducted through them.
Foothill Securities, Inc. is an independent broker/dealer not owned by a bank, credit union, insurance company or other financial institution. As an independent broker/dealer Foothill Securities, Inc. has no proprietary products and relies upon a multitude of third party product manufacturers to provide the products being offered. Foothill Securities, Inc., receives only the sales commission, trailing commissions, or fees as disclosed in the investment prospectus (as applicable) provided by the third parties. No special or additional compensation in any form is received from third parties for the sale of their products. Third parties are offered an opportunity to participate in conferences held by Foothill Securities, Inc. and CUE Financial Group, Inc., and both receive some remuneration that is used to help defray some of the conference expenses.
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