Joan M. Kelley,  CFP<sup>&reg;</sup> - Financial Advisor

Joan M. Kelley, CFP®

CPA

Ameriprise Financial Advisors

7160 Argus Dr, Ste 102
Rockford, IL 61107
(815) 399-3311

General

Joan Kelley is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Ameriprise Financial Advisors in Rockford, IL and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)

Insurance Licenses

  • Life insurance: IL,WI,MINN
  • Health/disability insurance
  • Fixed annuities: IL,WI,MINN
  • Variable annuities

Broker-Dealer Affiliation

Ameriprise Financial Services, LLC

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Banking, Charitable & Planned Giving, Investment Management, Estate Planning, Employee Benefits, Insurance, Retirement, Stocks & Bonds, Long-term Care

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Helpful Financial Planning Resources