Kelsen Edwins, financial advisor Seattle WA
93 score

Kelsen Edwins

CRD Number: 5433517
Current Firm: Moss Adams Wealth Advisors LLC

Kelsen Edwins (CRD# 5433517) is an Investment Advisor Representative working at Moss Adams Wealth Advisors LLC in Seattle, WA and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Moss Adams Wealth Advisors LLC Seattle, WA Oct 2014 - Current 2
Dynamic Wealth Advisors Scottsdale, AZ Nov 2011 - Oct 2014 2
Fox Restaurant Concepts Scottsdale, AZ Jun 2011 - Nov 2011 < 1
Cambridge Investment Research, Inc. Fairfield, IA Jul 2010 - Jun 2011 < 1
Cambridge Investment Research Advisors, Inc. Fairfield, IA Jul 2010 - Jun 2011 < 1
Metlife Securities Inc. Tempe, AZ Feb 2010 - Jun 2010 < 1
Thrivent Investment Management Inc. Phoenix, AZ Aug 2007 - Feb 2010 2
Unemployed Phoenix, AZ May 2007 - Aug 2007 < 1
Eddie V's Dc Ranch LLC Scottsdale, AZ Oct 2003 - May 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2009
Contact Info for Kelsen W. Edwins
Phone Number: 206-302-6717
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • 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)
Types of Clients
Registered States


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

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