Kelsey Heck (CRD# 6274761) is an Investment Advisor Representative working at Prudential Financial Planning Services in Fergus Falls, MN and has over 8 years of experience in the finance industry.
CRD# 4416972
Edward Jones
CRD# 6133709
Edward Jones
CRD# 1645549
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| True North Financial Group | Fergus Falls, MN | May 2023 - Current | 1 |
| Pruco Securities, LLC | Fergus Falls, MN | Mar 2021 - Current | 3 |
| Nygaard Advisors | Fergus Falls, MN | Mar 2021 - May 2023 | 2 |
| Unemployed | Fergus Falls, MN | Dec 2020 - Feb 2021 | < 1 |
| Thrivent Financial | Appleton, WI | Jul 2016 - Nov 2020 | 4 |
| Thrivent Investment Management Inc. | Fergus Falls, MN | Feb 2016 - Nov 2020 | 4 |
| Thrivent Financial | Appleton, WI | May 2016 - Jul 2016 | < 1 |
| Thrivent Financial - Kurt Nygaard | Fergus Falls, MN | Dec 2013 - May 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2016 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2021 |
- MN
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Total Assets Under Management16,379MILLIONS
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Total Number of Accounts113,575ACCOUNTS
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Average Account Value$144,211
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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