Kelli Carmichael - Lincoln Financial Advisors

Kelli Carmichael - Lincoln Financial Advisors As a financial planner, I enjoy getting to know clients, learning their stories and helping them opt

Kelli Carmichael is a registered representative of Lincoln Financial Advisors. Securities and investment advisory services offered through Lincoln Financial Advisors, a broker-dealer (member SIPC) and registered investment advisor.

Address

Casper, WY
82601

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 4pm

Telephone

(307) 235-5822

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A little of my story...

A Wyoming native, I joined Lincoln Financial Advisors in 1985. I love the daily interactions with clients. Being part of their lives -- challenges and successes -- is both rewarding and fulfilling as I guide my clients through the myriads of financial options. By listening to their stories and understanding their goals and passions, I participate in my clients' many milestones: new babies, graduations, weddings, retirements and all of life's events.

In an effort to help clients achieve their financial goals, I specialize in Retirement Planning, Investments, Life Insurance Strategies, College Funding and Employee Benefits.

Professional designations earned include Chartered Life Underwriter, Life Underwriter Training Council Fellow and Financial Services Specialist designations from the American College and Certified Retirement Planning Counselor designation from the College for Financial Planning. I am active in the local chapter of the National Association of Insurance and Financial Advisors, Kiwanis Club of Casper, Natrona County Meals on Wheels and have been appointed to the Insurance Agents Examiners Board by Governor Matt Mead.