Mike Kelso

Mike began his career in financial services in 2004 and has assisted families and businesses in Northwest Ohio in pursuing their goals ever since. He strongly believes in getting to know each client’s unique and specific needs. By doing so, Mike can provide specifically tailored strategies for any situation.

After starting his career as an insurance agent, Mike moved into banking in 2007. He holds his Annuity, Life, and Long Term Care license and Series 7, 66, 63, and 6 security licenses through LPL and is an Investment Advisor Representative of LPL Financial. These allow him to offer access to a full range of investment products and services tailored to address his client’s needs. These needs may include retirement planning, employee benefits, Long-Term Care Insurance, Annuities, education planning, and overall investment planning, to name a few.