Kelli Davis, AIF®, CPFA®, C(k)P®
Executive Vice President
HUB Retirement and Wealth Management
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Background
Kelli Davis is an Executive Vice President at HUB Retirement and Wealth Management. Since 2004, Kelli has been dedicated to helping individuals pursue their retirement goals. She believes that qualified retirement plans have become an essential part of people’s financial lives. That is why Kelli dedicates much of her time to helping employers offer quality retirement plans, so their employees can save for a comfortable retirement.
Kelli holds a B.A. in Economics from DePauw University. She has earned her Accredited Investment Fiduciary (AIF®) designation and Certified 401(k) Professional, (C(k)P®) designation. Kelli has been recognized for her expertise by a number of industry groups. Most recently, she was named a 2022 Top 100 Retirement Plan Adviser by PLANADVISER Magazine, recognized within the categories of Top Retirement Plan Assets Under Advisement, Top 403(b) Plans and Women Advisers. She is a proud wife and mom of twins living in Indianapolis.
Advisor Location
900 E 96th Street Suite 325 Indianapolis, IN 46240
Areas of Focus
- Employer-Sponsored Retirement Plans
- Fiduciary Assistance
- Employee Financial Wellness
- Financial Education
- Executive Financial Planning
- Employee Financial Education
The PLANADVISER Top 100 Retirement Plan Advisers recognition is based solely on self-reported quantitative data about an adviser’s practice, including number of retirement plan assets under advisement, number of plans under advisement, and percentage of business coming from defined benefit, 403(b), nonqualified plans and other plan types.
Because this recognition is based solely on quantitative figures, there is no judging or subjective measurement. The period used for consideration for award recognition is typically the previous calendar year. The Top Retirement Plan Advisers are selected by choosing the approximate top third of advisers that submit entries annually. Minimum Criteria for consideration: Majority of business conducted is in retirement plans, and acceptable compliance record.
In 2022 there were 340 applicants. 160 were ultimately selected. Neither advisory firms nor their employees pay a fee in exchange for this award. The rating is not indicative of the applicant’s future performance.