LPL Financial Advisor
Indya Kellman started her career as a Relationship Banker over 15 years ago. It was very important to her to have a deeper understanding of her clients’ finances so that she could better assist them in pursuing their goals. She went on to obtain her series 7, 6, 63, 65 as well as her Life, Accident and Health insurance licenses which led her to becoming a Financial Advisor. Indya takes pride in her ability to help clients and businesses create and execute financial strategies to pursue their goals. She is currently registered through LPL Financial and previously was a Financial Advisor for Lakeland Financial Services and M&T Securities. Indya brings her investment management experience to Affinity Investment Services and is knowledgeable in several areas of wealth management, including retirement planning, tax-advantaged income strategies, legacy planning and life insurance.
Indya earned a Bachelor of Science degree in Business Administration with concentrations in finance and marketing from the University at Buffalo, The State University of New York. She has been recognized at her prior firms as a Chairman’s Club member for Performance Excellence. Indya volunteers for Habitat for Humanity and is a past officer of the Diversity & Inclusion Councils. She is a proud wife and mother of two young children. She enjoys spending time with family and traveling.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Affinity Federal Credit Union and Affinity Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Affinity Investment Services, and may also be employees of Affinity Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Affinity Federal Credit Union or Affinity Investment Services. Securities and insurance offered through LPL or its affiliates are:
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Affinity Federal Credit Union provides referrals to financial professionals of LPL Financial LLC (“LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services.
Please visit LPL disclosure for more information.