Michael R Kelly, CLU®

Financial Representative

2 Centerpointe Dr
Suite 100
Lake Oswego, OR 97035-8622
  • Office 503-445-5048

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As a financial Representative I am committed to helping my clients develop financial solutions by taking the time to get to know them and their vision of the future. Working together, my team can help you identify your financial goals and objectives and help protect you if life takes an unexpected turn.

In providing ongoing service to my clients, I shall recommend the course of action and provide you with the same level of service that I would apply to myself. 

I'm here to help, click here to schedule a meeting Northwestern Mutual Review.

My Mission

My mission as a Northwestern Mutual Financial Representative is to help you align your current financial picture with your future financial goals. Along with a Network of Specialists, I can provide innovative solutions using world-class insurance services and internationally recognized investment products.

Focus on Retirement

We’re living longer than ever—and that means retirement will last longer as well. To help ensure you have the lifestyle you want in the future, it’s important to develop a sound retirement plan today to make the most of your savings for tomorrow.

I work with my clients in every phase of retirement planning:

Saving for Retirement

Approaching Retirement

Living in Retirement

The Northwestern Mutual Difference

We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.

  • Best Life Insurance Company ranked by NerdWallet, 2019 to 20201
  • AAA, Aaa, and AA+ the highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1©2017-2020 and TM, NerdWallet, Inc. All Rights Reserved.

2Northwestern Mutual continues to have the highest financial strength ratings awarded to any U.S. life insurer by all four of the major rating agencies: A.M. Best Company, A++ (highest), April 2020; Fitch Ratings, AAA (highest), August 2020; Moody’s Investors Service, Aaa (highest), December 2020; S&P Global Ratings, AA+ (second highest), June 2020. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3Measured by 2020 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, April 2021.

The Importance of Planning for the Cost of Long-Term Care

This is an important planning consideration that we often cover with clients. Read more here.

What Is Earnest Money When Buying a House?

Earnest money can be a key part of the homebuying process. Here’s what you should know. Read more here.

Should You Pay Off Debt or Start Investing? Ask Yourself These Questions

With the right financial strategy, you may be able to do both. Read more here.

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

Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.