Steven Kellar is a Managing Director with Sheridan Road Advisors who focuses on wealth management and retirement planning. Prior to joining Sheridan Road Advisors, Steve was an independent advisor with National Retirement Partners. Steve’s specialty is a broad knowledge of insurance and its application to personal and corporate retirement strategies. He has been providing these services to Chicago area families, business owners and professionals for over 25 years. He also believes in collaborative planning, and his network of attorneys, accountants, banking relationships and insurance carriers are valuable resources he can provide his clients. Steve holds the designation of Certified Financial Planner® (CFP®) , and he is licensed for life and health. He now chooses to be a fee-based wealth manager and works exclusively as an Investment Advisor Representative for Sheridan Road Advisors. Steve is an accomplished photographer whose works have been shown widely. Steve resides in Chicago with his wife Debbie and their five daughters.
847-205-9073 ext. 1028
Steve Kellar is not affiliated with LPL Financial.