Wilson Kelso, financial advisor Tempe AZ

Wilson Kelso

CRD Number: 1191496
Current Firm: Seros Financial, LLC

Wilson Kelso (CRD# 1191496) is an Investment Advisor Representative working at Seros Financial, LLC in Tempe, AZ and has over 40 years of experience in the finance industry. Wilson Kelso has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Seros Financial LLC Tempe, AZ Apr 2023 - Current < 1
Pinnacle Financial Advisors Sedona, AZ Aug 2017 - Current 6
United Planners' Financial Services Scottsdale, AZ Jun 2013 - Current 10
Seros Financial LLC Tempe, AZ Feb 2013 - Current 11
Independent Insurance Agent Tempe, AZ Apr 1983 - Current 40
Bill Kelso, Cpa Phoenix, AZ Oct 1982 - Current 41
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1983
S65 NASAA Investment Advisors Law Examination Sep 1998
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Wilson D. Kelso
Phone Number: 480-967-1155
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    261
    MILLIONS
  • Total Number of Accounts
    890
    ACCOUNTS
  • Average Account Value
    $293,080
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States

AZ, CA, CO, NM, TX

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