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Meet Glen Kellam, CUSO Financial Services, L.P. Financial Advisor at Consumers.

 

Glen Kellam

Glen Kellam

Financial Advisor

CUSO Financial Services, L.P.

at Consumers Credit Union

 

Connect with Glen

Glen Kellam has many years of experience working in the field of financial services, starting with positions at First of America Bank and Fifth Third Bank. Most recently he has worked as an independent investment advisor representative with Plan 4 Financial Design and Cetera Advisors, LLC in Kalamazoo.

 

Kellam volunteers his time with the Kalamazoo Probation Enhancement Program where he serves as Treasurer and on the Board of Directors. He is also involved in the Downtown Kalamazoo Rotary Club and is a Leadership Kalamazoo graduate.

 

A famous quote from the motivational speaker, Zig Ziglar, “There are no traffic jams along the extra mile,” is something that has resonated and become a personal mantra of Kellam’s. He plans on incorporating this principle of going the extra mile into his work at Consumers.

 

Kellam is excited to provide analysis and guidance to businesses and individuals in order for them to make informed investment and retirement decisions. “I enjoy educating and helping people with their financial and retirement decisions, says Kellam. While at Consumers, he hopes to enhance and help expand the range of financial education, financial planning, and financial services that Consumers Credit Union offers to its members and the community.

 

Kellam graduated from the University of Utah with a Bachelor of Science in Economics and earned an MBA at Michigan State University. Kellam is married to Dr. Patricia Montilla and is the father of two children. In his free time, he enjoys running, competing in triathlons and attending his children’s events. In 2007, Kellam and his wife achieved a goal of theirs, which was to run the Boston Marathon together.

 

Kellam is licensed in AZ, CT, FL, IL, MI, MO, OH, and TX.

 

Check the background of this investment professional on FINRA’s BrokerCheck

 

 

 


*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Consumers Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.

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