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Jacob Kellum

Retirement Plan Administrator

Why I Go To Work Everyday?

I really enjoy helping other people and I love that I get to make a positive impact on people's futures. It’s very motivating for me knowing I get to make a difference each day with a group of people I enjoy working with.

How Did I Get Here?

I graduated from Purdue University in 2023 with degrees in Actuarial Science and Applied Statistics. I joined this role on the HUB International/Compensation Systems team because it allows me to utilize my education as well as my personal strengths such as working with numbers and problem solving.

Why I Care About This Industry?

Retirement plans are a big part of most people's finances and future. With all the uncertainty that comes with the future, I’m glad to be able to help behind the scenes and do my best to make sure our clients are financially prepared for retirement.

Who I Really Am . . .

I really enjoy being active with friends and playing sports of any kind. I played volleyball throughout high school and college. If not volleyball, you may find me playing disc golf, basketball, or maybe even pickle ball. I also enjoy watching and supporting my favorite teams, go Pacers and Boiler Up!

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900 East 96th Street, Suite 325

Indianapolis, IN 46240

Contact Us Directly:

Phone: (317) 844-3256

Email: info@csiadvisoryservices.com

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Securities are offered through LPL Financial.  Member FINRA/SIPC.  Investment advisory services offered through Global Retirement Partners, LLC, an SEC registered investment advisor. Insurance services offered through HUB International. Global Retirement Partners and HUB International are not affiliated with LPL Financial.  

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: IN, IL, DE, OH, KY, FL, NJ, PA, MD. ME. VA, NC, CO, MS, IA, LA, WY, OR, AL, MO, GA, CA, TN.

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