Advisor at CoreVision Financial Group
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
CoreVision Financial Group
Location
Shelbyville, IN 46176
Credentials
Series 63, Series 65
Industry experience
26 years
Up to 1.75% annually, negotiable based on factors including scope, complexity, asset level, and overall relationship
Up to $500 per hour for standalone financial planning services, negotiable
Fee-only: Investment advisory fees up to 1.75% annually; financial planning standalone services at hourly rate up to $500/hour; retirement plan advisory fees up to 1.75% annually
CVFG LLC d/b/a coreVISION Financial Group
2023 - Present (3 years)
LPl Financial LLC
2014 - Present (12 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
CFP®
Franklin, IN
Pillar Wealth LLC
Pillar Wealth serves as Personal CFO for high-performing business owners. Unlike the traditional solo advisor model, we take a team approach to managing your financial life. We optimize everything from: tax strategy, traditional investment management, real estate investing, business investing, business strategy, estate planning, insurance planning, charitable giving, and future planning. We're your ongoing thought partner, not someone you meet with once a year, so that we can keep everything working at the highest level.
Series 66
Indianapolis, IN
Edward Jones
Series 66
New Palestine, IN
Edward Jones
CFP®, Series 66
Shelbyville, IN
Edward Jones
Series 66
New Palestine, IN
Fidelity
Andy Kelley is a Financial Consultant currently working at Fidelity Investments since 2024. He has accumulated extensive experience in financial services through previous roles including Investment Executive at Fifth Third Securities from 2020 to 2024, and Financial Advisor at Edward Jones Investments from 2016 to 2020. Over the past nine years, Andy has worked with many clients in various situations, focusing on understanding financial planning and individual client needs. His approach involves partnering with clients to create, implement, and monitor financial plans aimed at helping them achieve their definitions of financial wellbeing and success. Outside of his professional work, Andy has personal interests in cars, family activities, golf, parenthood, and traveling.
CFP®, Series 66
New Palestine, IN
Edward Jones
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