Kelsey SitzeCRD Number: 6063792
Current Firm: Edward Jones
Kelsey Sitze (CRD# 6063792) is an Investment Advisor Representative working at Edward Jones in Saint Louis, MO and has over 4 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Carsonallaria Wealth Management, Ltd.
|Edward Jones||St. Louis, MO||Jun 2013 - Current||4|
|Tiger Tots||Columbia, MO||Aug 2011 - Jun 2013||1|
|Nordstrom||St. Louis, MO||Nov 2011 - Jan 2013||1|
|P.f. Chang's China Bistro||Chesterfield, MO||May 2010 - Aug 2011||1|
|University Of Missouri-columbia||Columbia, MO||Aug 2009 - May 2010||< 1|
|Pepper's Bbq & Deli||Ellisville, MO||Aug 2008 - Aug 2009||1|
|Marquette High School||Chesterfield, MO||Aug 2005 - May 2009||3|
|Sonic Drive In||Chesterfield, MO||May 2006 - Aug 2008||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2013|
Total Assets Under Management140,424MILLIONS
Total Number of Accounts777,048ACCOUNTS
Average Account Value$180,715
- A percentage of assets under your management
- 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)
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, VI, VT, WA, WI, WV