Kelsey Anderson (CRD# 6181404) is an Investment Advisor Representative working at Russell Investments in Milwaukee, WI and has over 8 years of experience in the finance industry.
CRD# 170
Mutual Of Omaha Investor Services, Inc.
CRD# 6857150
Landaas & Company
CRD# 6289332
Annex Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Russell Investments | Milwaukee, WI | Sep 2017 - Current | 6 |
| Mdt Advisers, A Division Of Federated Mdta LLC | Boston, MA | Feb 2017 - Sep 2017 | < 1 |
| Federated Global Investment Management Corp | New York, NY | Feb 2017 - Sep 2017 | < 1 |
| Federated Investment Counseling | Pittsburgh, PA | Feb 2017 - Sep 2017 | < 1 |
| Federated Investors, Inc. | Pittsburgh, PA | Nov 2016 - Sep 2017 | < 1 |
| Federated Securities Corp. | Pittsburgh, PA | Nov 2016 - Sep 2017 | < 1 |
| First Commonwealth Bank | Wexford, PA | May 2016 - Nov 2016 | < 1 |
| Infinex Investments, Inc. | Meriden, CT | May 2016 - Nov 2016 | < 1 |
| Unemployed | Na, PA | Mar 2016 - May 2016 | < 1 |
| Transamerica Capital, Inc. | Denver, CO | Apr 2013 - Mar 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2016 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2017 |
- WA
- WI
-
Total Assets Under Management52,481MILLIONS
-
Total Number of Accounts70,944ACCOUNTS
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Average Account Value$739,747
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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