Naoko Mckelvey
Investment adviser representative at Blue Chip Partners, LLC
15 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$1.9BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Blue Chip Partners, LLCOct 2019 to now
- Lumin Financial, LLCMay 2011 to Oct 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 4 states (FL, LA, MI, TX).
Blue Chip Partners, LLC
$1.9BAssets managed
1,007Clients
19Advisers
21 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
- 4418886
- Firm CRD
- 132437