Kelvin L. Chen,  CFP<sup>&reg;</sup> - Financial Advisor

Kelvin L. Chen, CFP®


Independence Investment Assoc & Serv

15431 Middlebelt Rd, Ste A
Livonia, MI 48154-3805
(888) 421-7799
(734) 421-7799


Kelvin Chen is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Independence Investment Assoc & Serv in Livonia, MI and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • Other - Michigan Life Insurance Counselor

Insurance Licenses

  • Life insurance: MI, FL, LA
  • Health/disability insurance: MI,
  • Fixed annuities: MI, FL, VA
  • Variable annuities: MI, LA,, FL

Broker-Dealer Affiliation

Cambridge Investment Research, Inc.

Broker-Dealer Disclaimer

Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC, .Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.,  Cambridge and Independence Investment Associates & Services are not affiliated.

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Asset Allocation, Career Change, Investment Management, Estate Planning, Employee Benefits, Getting Divorced, Limited Partnerships, Mutual Funds, Getting Married, Insurance, Retirement, Stocks & Bonds, Long-term Care, Starting a Family, Sudden Wealth, Personal Taxes


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