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Colin Thomas Kelly

Strategic Investment Solutions, Inc.

Orland Park, IL

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Current Employers
Strategic Investment Solutions, Inc.

9501 W 144Th Place, Orland Park, IL 60462-2562 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2010-12-03
  • IL RA
    APPROVED
    Since 2010-12-03

Branch Locations

9501 W 144Th Place, Orland Park, IL 60462-2562 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Corporation Chicago IL 09/2009 12/2017
Strategic Investment Solutions Orland Park IL 09/2009 Present
Purshe Kaplan Sterling Investments Albany NY 01/2018 Present
  • 09/2009 → 12/2017
    Lpl Financial Corporation
    Chicago, IL
  • 09/2009 → Present
    Strategic Investment Solutions
    Orland Park, IL
  • 01/2018 → Present
    Purshe Kaplan Sterling Investments
    Albany, NY
Previous Registrations
  • 2009-09-08 → 2009-12-18
    Lpl Financial Llc
    Chicago, IL
  • 2002-11-01 → 2009-09-08
    Waterstone Financial Group, Inc.
    Chicago, IL
    Chicago, IL
    Chicago, IL
Other Businesses

1. STRATEGIC INVESTMENT SOLUTIONS. INVESTMENT RELATED. 9501 W 144TH PL ORLAND PARK IL 60462. RIA. ADVISOR. START 09/2009. 140 HOURS/140 HOURS. FINANCIAL ADVISOR. 2.FIXED INSURANCE SALES. INVESTMENT RELATED. 10827 S WESTERN AVE CHICAGO IL 60643. FIXED INSURANCE AND ANNUITY SALES. PRODUCER. START 06/2017. LESS THAN ONE HOUR, LESS THAN ONE HOUR. SALES OF FIXED INSURANCE AND ANNUITIES.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-04-28
S63 Uniform Securities Agent State Law Examination 1995-10-06
  • S65 Uniform Investment Adviser Law Examination
    1998-04-28
  • S63 Uniform Securities Agent State Law Examination
    1995-10-06
Other Names
  • Colin Thomas Kelly

View on SEC IAPD

Other Firms

MORGAN STANLEY
OSAIC WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC
W&S BROKERAGE SERVICES, INC.
WAVE & BREAKOUT L.L.C.
HIGHPOINT PLANNING PARTNERS
WELLS FARGO CLEARING SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Other Investors

ANDREA PAGLIARO
Randall Andrew Scianna
KRISTEN ANNE ROSE
CHRISTINA A Valtierra
Pamela Jean Tattas
MARK ANTHONY GIOVANAZZI
DEBRA J BAKER
CRAIG PATRICK CUNNINGHAM

Other Offices

MORGAN STANLEY · Orland Park, IL
OSAIC WEALTH, INC. · Orland Park, IL
CETERA INVESTMENT ADVISERS LLC · ORLAND PARK, IL
W&S BROKERAGE SERVICES, INC. · ORLAND PARK, IL
WAVE & BREAKOUT L.L.C. · ORLAND PARK, IL
HIGHPOINT PLANNING PARTNERS · ORLAND PARK, IL
WELLS FARGO CLEARING SERVICES, LLC · ORLAND PARK, IL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · ORLAND PARK, IL

More in Orland Park, IL

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