Advisor at Canopy Financial Solutions
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Firm
Canopy Financial Solutions
Location
Sanford, NC
Credentials
ChFC®, Series 66
Industry experience
6 years
Michael Kelly is a ChFC® and holds a Series 66 license with six years of industry experience. He currently serves as the sole advisor at Canopy Financial Solutions and has prior experience with firms including Modern Woodmen of America, Principal Financial Group, and First Citizens Investor Services. Kelly also provides financial consulting services to legal clients through a consulting role with Brick City Law. Canopy Financial Solutions offers portfolio management and financial planning to individuals, high-net-worth clients, charitable organizations, and business entities. The firm employs a blend of cyclical and fundamental analysis along with modern portfolio theory and quantitative methods, managing accounts primarily under discretionary authority with both long-term and active investment strategies.
Based on Canopy Financial Solutions
Fixed fees for financial plans between $250 and $10,000; ongoing financial planning fees between $50 and $250 per month
1.00% annually
$125 to $250 per hour
Ongoing financial planning fees between $50 and $250 per month
Sanford, NC
North Carolina
Canopy Financial Solutions
2024 - Present (2 years)
Modern Woodmen of America
2023 - 2025 (2 years)
MWA Financial Services Inc
2023 - 2024 (1 year)
Empower Financial Services, Inc.
2023 - 2023 (1 year)
Canopy Financial Solutions
2022 - Present (4 years)
First Citizens Investor Services
2021 - 2022 (1 year)
Principal Financial Group
2020 - 2021 (1 year)
Modern Woodmen of America
2019 - 2020 (1 year)
MWA Financial Services Inc
2019 - 2020 (1 year)
US Army
2004 - 2019 (15 years)
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Lawyer
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Real estate agent
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Other specialized services
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