PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product

Retirement plans
Welfare plans
Providers
Pricing

Data

Downloads hub
Retirement plans CSV
Welfare plans CSV
Custom analytics

Resources

Documentation
Filter catalog
Plan-page guide
Glossary

Company

About
Contact
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PlanOptica

Pricing

Welfare plans
Brokers
KELLEY FINANCIAL GRP

Welfare broker

KELLEY FINANCIAL GRP

Mailing address (most recent filing)

3805 EDWARDS RD

STE 200

CINCINNATI, OH 45209

Total comp: $2K
Commissions: $2K
Fees: $184
Filings: 3
Sponsors: 3

Not enough current filings to build analytics for KELLEY FINANCIAL GRP.

No sponsors where KELLEY FINANCIAL GRP is the primary broker on the latest filing.

Sponsor	Loc	Premium	Comp	Carrier

PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product

Retirement plans
Welfare plans
Providers
Pricing

Data

Downloads hub
Retirement plans CSV
Welfare plans CSV
Custom analytics

Resources

Documentation
Filter catalog
Plan-page guide
Glossary

Company

About
Contact
Privacy
Terms

PlanOptica

Pricing

Welfare plans
Brokers
KELLEY FINANCIAL GRP

Welfare broker

KELLEY FINANCIAL GRP

Mailing address (most recent filing)

3805 EDWARDS RD

STE 200

CINCINNATI, OH 45209

Total comp: $2K
Commissions: $2K
Fees: $184
Filings: 3
Sponsors: 3

Not enough current filings to build analytics for KELLEY FINANCIAL GRP.

No sponsors where KELLEY FINANCIAL GRP is the primary broker on the latest filing.

Sponsor	Loc	Premium	Comp	Carrier

PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product

Retirement plans
Welfare plans
Providers
Pricing

Data

Downloads hub
Retirement plans CSV
Welfare plans CSV
Custom analytics

Resources

Documentation
Filter catalog
Plan-page guide
Glossary

Company

About
Contact
Privacy
Terms