Kelsey Esswein, financial advisor Signal Hill CA
88 score

Kelsey Esswein

CRD Number: 6302150
Current Firm: Thrivent Investment Management Inc.

Kelsey Esswein (CRD# 6302150) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Signal Hill, CA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Thrivent Financial Appleton, WI Feb 2015 - Current 1
Thrivent Investment Management Inc. Signal Hill, CA Apr 2014 - Current 2
Thrivent Financial Appleton, WI Sep 2014 - Feb 2015 < 1
Scan Health Plan Long Beach, CA Jan 2013 - Aug 2014 1
Scan Health Plan Long Beach, CA Jul 2012 - Jan 2013 < 1
Healthcare Partners Medical Group Torrance, CA Nov 2011 - Jul 2012 < 1
David Chang, M.d., Inc. Newport Beach, CA Aug 2011 - Nov 2011 < 1
Beachside Nursing Center Huntington Beach, CA Sep 2010 - Aug 2011 < 1
California State University, Long Beach Long Beach, CA Aug 2007 - May 2011 3
California State University, Long Beach Long Beach, CA Feb 2010 - Sep 2010 < 1
Color Me Mine Long Beach, CA May 2009 - Feb 2010 < 1
St.mary Medical Center Long Beach, CA May 2008 - Jul 2009 1
Upland High School Upland, CA Jan 2004 - Aug 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2014
Contact Info for Kelsey A. Esswein
Phone Number: 800-847-4836
Firm Website: https://www.thrivent.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    8,027
    MILLIONS
  • Total Number of Accounts
    36,119
    ACCOUNTS
  • Average Account Value
    $222,230
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
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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