About Kelly O'Day

I like to find out each person’s and family’s unique goals and needs, providing strategies to build and distribute your assets efficiently in retirement, along with legacy planning. Some of these strategies you may not hear from other sources. I also enjoy working with young families, helping to get your retirement planning off to a great start and implementing protections against crippling setbacks. Thrivent is a not-for-profit membership organization serving Christians, offering both investments and insurance. I joined Thrivent to provide financial guidance and protection to members, to help them be wise with their money and to live generously. That generosity can be brought to and shared with others here in the Northwoods. Jessi’s Wish is a cause that resonates with me, raising money to help cancer sufferers deal with extensive expenses they incur. I’ve been a member of Bible Presbyterian Church for 25 years, a church I love for its strong sense of community and personal growth.

Investing in the Northwoods Community

  • Board member - Jessi's Wish
  • Silver 'M' Club member
  • Kids In Christ's Kingdom coach
  • Long-time soccer coach
  • Central Wis Off-road Cycling Coalition member

Education & Accomplishments

  • FINRA Series 7 General Securities Representative
  • FINRA Series 66 Uniform Combined State Law
  • Life and Health Insurance Licenses
Merrill Financial Associates

Merrill Financial Associates


Team Practice