Distance Only Dakota Dunes, SD
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
Kelsey Bankey (CRD# 5369431) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Dakota Dunes, SD and has over 9 years of experience in the finance industry. Kelsey Bankey has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Planning your financial future can be intimidating. Fortunately, you don't have to do it alone. Kruse Financial Group is a multi-generation planning firm of trained professionals in the Dakota Dunes area who can help you identify your financial needs and then determine which insurance and financial products can best help you meet your objectives. We don't believe in a "one-size-fits-all" approach. Instead, we work with you to create a strategy that's based on your individual needs and objectives. So how do we get started?
Let's talk. It all begins with a simple conversation. We'll get together...