Kevin Kelly

Kevin Kelly

Financial Consultant

Phone: 616-224-0550
Fax: 616-831-0082
E-mail:

Personal Background :

I was born and raised in Grand Rapids where I've enjoyed many years of solid friendships and business associations. I began working at Centennial Securities in February of 1998, and have welcomed the challenge of managing a broad client base ranging from business owners and their retirement plans to helping a young family open an Education IRA for their new baby.

I graduated from Catholic Central High School and continued my education at Aquinas College where I focused my attention towards economics and accounting.

My wife Kathleen and I currently reside in Grandville. We have two wonderful sons and are truly enjoying the challenges of parenthood. I currently serve the financial needs of my clients through the Centennial Securities office in Jenison, Michigan where I am a Financial Consultant and Registered Investment Advisor Representative.  My hobbies include golf, hunting, fishing and camping with my family. I also enjoy coaching my son's little league, soccer and basketball teams.

Specialization :

I specialize in developing investment programs that help individuals and businesses achieve their financial goals. As a Financial Consultant, I handle almost all types of investments. Depending on an individual's personal situation, I provide advice on retirement strategies such as IRA's, Roth IRA's, 401(k)'s, SEP/IRA's, etc.

For situations outside of retirement, I provide direction on several specialized programs. An example is in the area of college savings. I help young parents develop portfolios using tax-advantaged vehicles like the Coverdale Education IRA, UGMA/UTMA custodial accounts and the new 529 Plan.

Investment Philosophy :

My investment philosophy corresponds with my passion as a Financial Advisor. My #1 focus is helping investors achieve their financial goals. My first step is sitting down with my clients and identifying their short and long-term objectives. I then develop a complete financial plan using investments which are appropriate for each individual involved.

I place special emphasis on educating my customers and making sure they're comfortable with the strategies presented. I like each individual to know exactly what they own and why they own it.