Mary Kelly has been CEO / Investment of Kelly Wealth Management since September 2023, is a control person of the firm and directly owns 75% or more of it. Mary Kelly studied at Michigan State University.
Kelly Wealth Management, Inc. is a Royal Oak, MI firm with $161M under management, 529 clients and 2 advisers in one office, as of its April 2026 filing.
Janie Kelly is Investment Advisor Representative and Managing Partner of Kelly Capital Partners. She serves clients through financial planning, investments, insurance strategies and personal service. Her focus is helping retirees build confidence in their financial future through a plan covering their retirement years. She is the co-host of the Kelly Capital "Retirement Talk" radio show on WMUZ and the author of Rerouting to Retirement.
Mary Kelly’s longest registration was 3 years at J. W. Cole Advisors, Inc. (2020–2023). Before joining Kelly Wealth Management in 2023, Mary Kelly was registered through J. W. Cole Advisors, Inc.
- – present · 2 yearsRoyal Oak, MI · Adviser representative · Firm CRD 328386
- J. W. Cole Advisors, Inc.– · 3 yearsSouthfield, MI · Adviser representative · Firm CRD 112294
Professional designations
Listed by Kelly Wealth Management
- Retirement Income Certified Professional (RICP®)
Investment adviser representative registrations
Mary Kelly is registered as an investment adviser representative in Michigan, since December 2023.
- MichiganSince 15 December 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 10 February 2020 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Mary Jane Kelly
- CRD
- 7231821
- Firm
- Kelly Wealth Management · CRD 328386
- Role
- CEO / Investment
- Office
- 26676 WOODWARD AVENUE, Royal Oak, MI 48067
- Registration
- Investment adviser registration
- In the industry since
- February 2020
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- kellycapitalpartners.com
Where does Mary Kelly work?
Mary Kelly has been CEO / Investment of Kelly Wealth Management, Inc. since September 2023, and is a control person of the firm.
Is Mary Kelly a financial advisor?
Yes. Mary Kelly has a current investment-adviser registration in Michigan, through Kelly Wealth Management since December 2023.
How many years of experience does Mary Kelly have?
Mary Kelly has 6 years in the financial industry, since February 2020, across 2 adviser firms.
What exams has Mary Kelly passed?
Mary Kelly passed the Series 65 in February 2020.
Where is Mary Kelly based?
Mary Kelly’s registered office is in Royal Oak, MI.
Is Mary Kelly registered with FINRA?
No. Mary Kelly has no current broker registration.
How can I verify Mary Kelly’s record?
Search CRD 7231821 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Mary Kelly’s full registration record.
