Michael
Kelly

Canopy Financial Solutions

CRD#7064859
Investment Advisor
in Sanford, NC

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Michael Kelly is a financial advisor based in Sanford, North Carolina, working with Canopy Financial Solutions. Michael has previously held positions at Us Army, Modern Woodmen Of America, Mwa Financial Services Inc, First Citizens Investor Services, Empower Financial Services, Inc, Canopy Financial Solutions, and Principal Financial Group. Michael has passed the Series 66 regulatory exam and is registered to provide services in North Carolina. Currently, Michael is part of Canopy Financial Solutions.

Certifications and Registrations

Series 66, Chartered Financial Consultant

Office Location

Sanford, NC

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Michael Kelly Work History

2024 - Present (1 year)

Canopy Financial Solutions

2023 - Present (2 years)

Modern Woodmen Of America

2022 - Present (3 years)

Canopy Financial Solutions

2023 - 2023 (< 1 year)

Empower Financial Services, Inc

2023 - 2024 (1 year)

Mwa Financial Services Inc

2021 - 2022 (1 year)

First Citizens Investor Services

2020 - 2021 (1 year)

Principal Financial Group

2019 - 2020 (1 year)

Modern Woodmen Of America

2019 - 2020 (1 year)

Mwa Financial Services Inc

2004 - 2019 (15 years)

Us Army

Disclosures

Please visit the SEC profile of Michael Kelly to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

The data in this profile was pulled by SmartAsset on 6/4/2025. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started