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Kelly Fennelly
My extensive knowledge of the investment industry will help us chart a plan that strives to reach your goals.

Kelly Fennelly

Vice President, LPL Financial Advisor CFP®

Welcome!

At Elements Wealth Management, our LPL Financial Advisors are 100% committed to helping you develop a personalized plan to help you pursue your financial goals. They are prepared to assist all levels of investors – no matter how young or old you may be and where your risk-tolerance might fall. If you’re ready to get started give me a call at 1-317-524-5033.

What specialties do I offer?
  • Financial Planning
  • Investment Management
  • Knowledge of Eli Lilly’s Employee Benefits
  • Life and Long-Term Care Insurance
  • Index and Exchange Traded Funds
  • Managing Taxes and Cash Flow
  • Evaluating Early Retirement Offers
  • Fixed and Variable annuities
  • LPL Financial Advisor for Guided Wealth Portfolios1
I look forward to meeting you and learning about your goals.
  • Registered Representative of LPL Financial
  • CERTIFIED FINANCIAL PLANNER™
  • Series 7, 6, 63 and 65 registrations through LPL Financial
  • Indiana Life & Health Insurance licensed with long-term care endorsement
Your Team

We work in teams to make sure you get the best possible service. I’ll be your primary contact, but you can reach out to any member of my team below with questions.

How We Work

At Elements Wealth Management, we care deeply about what we do, but just as important, we care about how we do it. Our LPL Financial Advisors start by looking at each client’s overall finances including savings for education, taxes, estate planning, and retirement contributions. Then they work to craft a personalized plan that makes sense for each individual and leads clients towards their goals.

Who We Help

Whether you’re getting started or you’re a seasoned investor, Elements Wealth Management has the tools to assist you on your journey. We don’t have account minimums, so we are here to support all levels of investors. Our purpose is to build lifelong relationships, which impact our client’s financial success.

How We Charge

The LPL Financial Advisors at Elements Wealth Management typically operate with one simple fee - based on the assets we manage on your behalf. They’re able to deliver financial planning and objective advice under this fee.

Indianapolis Office
225 South East Street, Suite 156
Indianapolis, IN 46202

Lilly Experience

The Elements Wealth Management team of advisors is well-equipped to assist Eli Lilly and Company employees and retirees with all aspects of their financial planning.2 We have supported thousands of employees who are planning for their retirement. My team is skilled at understanding employee benefits like those offered by Eli Lilly and specializes in helping employees with:

  • Planning for their retirement
  • Evaluating early retirement offers
  • Pensions
  • 401k investment allocation
  • Equity awards
  • Concentrated stock options
  1. 1 Guided Wealth Portfolios (GWP) is a centrally managed, algorithm-based, investment program sponsored by LPL Financial LLC (LPL). GWP uses proprietary, automated, computer algorithms of FutureAdvisor to generate investment recommendations based upon model portfolios constructed by LPL. FutureAdvisor and LPL are nonaffiliated entities. If you are receiving advisory services in GWP from a separately registered investment advisor firm other than LPL or FutureAdvisor, LPL and FutureAdvisor are not affiliates of such advisor. Both LPL and FutureAdvisor are investment advisors registered with the U.S. Securities and Exchange Commission, and LPL is also a Member FINRA/SIPC.

    All investing involved risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

  2. 2 Eli Lilly and Elements Wealth Management are not affiliated with LPL Financial.
Wealth Management

Elements Wealth Management
225 South East Street; Suite 156
Indianapolis, IN 46202

1-888-425-0374

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