Kelly A. Shikany,  CFP<sup>&reg;</sup> - Financial Advisor

Kelly A. Shikany, CFP®

Vice-President

CAPTRUST Advisors

3100 Village Pt, Ste 200
Chesterton, IN 46304-0079

CAPTRUST Advisors

1927 N Country Lane
Michigan City, IN 46360
FINANCIAL ADVISOR'S WEBSITE
(219) 250-2022

General

Kelly Shikany is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at CAPTRUST Advisors in Chesterton, IN and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CDFA-Certified Divorce Financial Analyst

Insurance Licenses

  • Life insurance

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Buying a Home, Career Change, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Getting Divorced, Getting Married, Mutual Funds, Insurance, Job Loss, Retirement, Life Planning, Long-term Care, Sudden Wealth, Women's Finances

More

Helpful Financial Planning Resources