Michael Patrick Kelly
Investment adviser representative at Simplicity Wealth
36 yearsExperience
1 stateRegistered in
ChFC®Designation
$4.3BFirm assets
Are you Michael Patrick Kelly? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
36 years in the industry.
- Michael P. Kelly Finanical SolutionsMar 2026 to now
- Simplicity WealthMar 2026 to now
- Simplicity GroupSep 2014 to now
- Kelly Insurance LLC dba Abc's of Retirement & Income PlanningOct 1990 to Mar 2026
Designations
- ChFC®
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (WA).
Simplicity Wealth
Legal name: Simplicity Wealth LLC
$4.3BAssets managed
8,494Clients
251Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2180034
- Firm CRD
- 300572