Kelsey Financial, LLC

Kelsey Financial, LLC (CRD# 171901) is a financial advisory firm headquartered in Westlake Village, CA. They manage $17,944,430 in 85 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    18
    MILLION
  • Total Number of Accounts
    85
    ACCOUNTS
  • Average Account Value
    $211,111
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 - 2 of 2 top financial advisors.
1
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.

2
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 19 years of experience in the finance industry.

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