Michael James Kelly

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2020 → 12/2020
  Beck Bode, Llc
  Dedham, MA
• 10/2019 → 12/2020
  Beck Bode Llc
  Dedham, MA
• 10/2015 → 10/2019
  Citizens Financial Group
  Porvidence, RI
• 12/2020 → 12/2023
  Switchback Financial Llc
  Madison, CT
• 10/2023 → 03/2026
  Reach Strategic Wealth Llc
  Winston-Salem, NC
• 03/2026 → Present
  Lpl Financial Llc
  Connecticut, CT

Previous Registrations

• 2023-10-19 → 2026-03-02
  Reach Strategic Wealth Llc
  Madison, CT
• 2021-03-02 → 2023-12-15
  Switchback Financial
  Madison, CT
• 2020-02-11 → 2021-02-02
  Beck Bode Llc
  Dedham, MA

Other Businesses

1. 2/2026 - Gilbert & Timme LLC - DBA for LPL Business (entity for LPL business) - Investment Related - 160 Hour(s)/Month - 160 Hour(s) During Trading - At Reported Business Location (s) - OBA Start Date: 3/2/2026

Designations

• Certified Financial Planner
• Chartered Financial Analyst