Kellen Foley, financial advisor Aliso Viejo CA

Kellen Foley

CRD Number: 6258754
Current Firm: Flexpath Strategies

Kellen Foley (CRD# 6258754) is an Investment Advisor Representative working at Flexpath Strategies in Aliso Viejo, CA and has over 8 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Flexpath Strategies Aliso Viejo, CA Jan 2015 - Current 7
Kestra Investment Services, LLC Austin, TX Jul 2014 - Current 8
Nfp Retirement, Inc. Aliso Viejo, CA Jun 2012 - Jan 2022 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2014
S65 NASAA Investment Advisors Law Examination Nov 2013
Contact Info for Kellen M. Foley
Phone Number: 949-460-9898
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    36,176
    MILLIONS
  • Total Number of Accounts
    2,895
    ACCOUNTS
  • Average Account Value
    $12,496,105
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, TX

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