Kelsea Volland (CRD# 7348738) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Kailua Kona, HI and has over 3 years of experience in the finance industry.
CRD# 822976
Securities America Advisors, Inc.
CRD# 5867707
Raymond James Financial Services Advisors, Inc.
CRD# 2892434
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | Kailua Kona, HI | Jun 2023 - Current | < 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Kailua Kona, HI | May 2023 - Current | 1 |
| Leong Financial | Honolulu, HI | Apr 2022 - May 2023 | 1 |
| Northwestern Mutual Wealth Management Company | Milwaukee, WI | Feb 2022 - May 2023 | 1 |
| The Tutor Hour | Tavernier, FL | Nov 2020 - Jan 2023 | 2 |
| Northwestern Mutual Wealth Management Company | Milwaukee, WI | Feb 2022 - Apr 2022 | < 1 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | Apr 2021 - Apr 2022 | 1 |
| Laura Lambe Fitness | London, | Jul 2020 - Oct 2020 | < 1 |
| Unemployed | Tavernier, FL | May 2020 - Jun 2020 | < 1 |
| Discovery Reports Group | Hong Kong, | Jan 2020 - Apr 2020 | < 1 |
| Unemployed | Tavernier, FL | Aug 2019 - Jan 2020 | < 1 |
| Florida State University | Tallahassee, FL | Aug 2018 - Aug 2019 | 1 |
| Florida State University | Tallahassee, FL | Jun 2015 - Aug 2019 | 4 |
| Florida Department Of Revenue | Tallahassee, FL | Jan 2019 - Jul 2019 | < 1 |
| Copytalk Business Services | Tallahassee, FL | Mar 2018 - Jul 2018 | < 1 |
| Children With Hope For Development | Takeo, | May 2017 - Jul 2017 | < 1 |
| Office Of The Florida Governor | Tallahassee, FL | Jun 2016 - Aug 2016 | < 1 |
| Student | Tavernier, FL | Jan 2011 - Jun 2015 | 4 |
| Muchie's Skin | Tavernier, FL | May 2014 - Apr 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2021 |
- HI
- TX
-
Total Assets Under Management1,271,594MILLIONS
-
Total Number of Accounts2,911,578ACCOUNTS
-
Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.