Kelsey Cagle, financial advisor Oakdale MN
90 score

Kelsey Cagle

CRD Number: 6166512
Current Firm: Strategic Advisers, Inc.

Kelsey Cagle (CRD# 6166512) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Oakdale, MN and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Investments Westlake, TX Feb 2013 - Current 3
Hiley Mazda Of Hurst Hurst, TX Feb 2012 - Feb 2013 1
Razzoo's Cajun Cafe Arlington, TX Jan 2008 - Feb 2012 4
University Of Texas At Arlington Arlington, TX Jul 2005 - Dec 2009 4
Mexican Inn Cafe Arlington, TX Aug 2006 - Dec 2007 1
Lonestar Park Grand Prairie, TX Apr 2007 - Apr 2007 < 1
Stice Construction Weatherford, TX May 2005 - Aug 2006 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2013
S66 NASAA Uniform Combined State Law Examination Oct 2013
Contact Info for Kelsey J. Cagle
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • IL
  • TX
  • MN
By the Numbers
  • Total Assets Under Management
    236,390
    MILLIONS
  • Total Number of Accounts
    619,100
    ACCOUNTS
  • Average Account Value
    $381,828
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • 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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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