Kelsey Financial, LLC

Kelsey Financial, LLC (CRD# 171901) is a financial advisory firm headquartered in Moorpark, CA. They manage $40,677,912 in 70 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    41
    MILLION
  • Total Number of Accounts
    70
    ACCOUNTS
  • Average Account Value
    $581,113
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)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Kelsey Financial, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Kiel S. Holmes
CRD#: 6245170
Long Beach, CA
90
Wealthminder
score

Kiel Holmes (CRD# 6245170) is an Investment Advisor Representative working at Kelsey Financial, LLC in Long Beach, CA and has over 4 years of experience in the finance industry.

2
Annette Gallo
CRD#: 6312251
4510 E Thousand Oaks Blvd, #200, Westlake Village, CA 91362
87
Wealthminder
score

Annette Gallo (CRD# 6312251) is an Investment Advisor Representative working at Kelsey Financial, LLC in Westlake Village, CA and has 1 year of experience in the finance industry.

3
Bryan D. Lee
CRD#: 6754575
Moorpark, CA
87
Wealthminder
score

Bryan Lee (CRD# 6754575) is an Investment Advisor Representative working at Kelsey Financial, LLC in Moorpark, CA and has 1 year of experience in the finance industry.

4
Robert B. Kelsey
CRD#: 1957522
485 E. High Street, Moorpark, CA 93021
83
Wealthminder
score

Robert Kelsey (CRD# 1957522) is an Investment Advisor Representative working at Kelsey Financial, LLC in Moorpark, CA and has over 28 years of experience in the finance industry.

5
Roy R. Wright
CRD#: 2816022
Lincoln, CA
83
Wealthminder
score

Roy Wright (CRD# 2816022) is an Investment Advisor Representative working at Kelsey Financial, LLC in Lincoln, CA and has over 21 years of experience in the finance industry.

6
Steven E. Hoppel
CRD#: 4845148
485 E. High Street, Moorpark, CA 93021
73
Wealthminder
score

Steven Hoppel (CRD# 4845148) is an Investment Advisor Representative working at Kelsey Financial, LLC in Moorpark, CA and has over 10 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.