John Kip O'Kelley

Retirement Planning Specialist

Professional

John Kip O’Kelley has been an actuary and plan consultant for 30 years. He has in-depth knowledge of all types of qualified plans, both as a third-party administrator and investment professional, working with clients ranging from sole-proprietors to large, multi-national corporations.

After carefully evaluating your company’s needs, Kip will be able to provide the resources, relationships, expertise, and objectivity to help you partner with a reputable provider.

John Kip O' Kelley provides services and products including:

  • Business Retirement Plan Services  
  • Retirement Plan Structure
  • Qualified Benefit Plans 
 
For the success of any business retirement plan and the financial security that it strives to achieve, consistency and proper guidance are a must. John Kip O' Kelley will collaborate with you, advocate for you, and offer many levels of assistance including:
 
  • Participant Communication
  • Plan Management
  • Investment Support
  • Compliance Assistance
 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck