Kelsey Wonser, financial advisor Winfield KS
89 score

Kelsey Wonser

CRD Number: 6236880
Current Firm: Lpl Financial LLC

Kelsey Wonser (CRD# 6236880) is an Investment Advisor Representative working at Lpl Financial LLC in Winfield, KS and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial Winfield, KS Aug 2013 - Current 3
Union State Bank Winfield, KS Aug 2013 - Current 3
Family Wealth Management LLC Winfield, KS Jul 2013 - Aug 2013 < 1
Union State Bank Arkansas City, KS May 2010 - Jul 2013 3
Cumbernauld Village Winfield, KS Jun 2008 - May 2010 1
Winfield High School Winfield, KS Aug 2004 - Jul 2008 3
Full Time Education: Winfield High School Winfield, KS Jan 2008 - Jun 2008 < 1
Tlc Veterinary Clinic Winfield, KS Jul 2007 - Jan 2008 < 1
Sonic Drive In Winfield, KS Jun 2006 - Jul 2007 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2014
S63 Uniform Securities State Law Examination Jan 2014
Contact Info for Kelsey L. Wonser
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • KS
By the Numbers
  • Total Assets Under Management
    112,086
    MILLIONS
  • Total Number of Accounts
    531,091
    ACCOUNTS
  • Average Account Value
    $211,049
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • 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, VI, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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