Kelsey Financial, LLC

Kelsey Financial, LLC (CRD# 314950) is a financial advisory firm headquartered in Moorpark, CA. They manage $138,386,767 in 237 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
485 E. High Street, Moorpark, CA 93021
https://www.kelseyfinancial.net
By the Numbers
  • Total Assets Under Management
    138
    MILLION
  • Total Number of Accounts
    237
    ACCOUNTS
  • Average Account Value
    $583,910
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
The map below shows states where this firm has explicit registration only.

CA, NV, OR, TX

Financial Advisors at Kelsey Financial, LLC
Showing 1 - 9 of 9 top financial advisors.
1
Jeffrey Alstot, financial advisor Moorpark CA
Jeffrey M. Alstot
CRD#: 5864067
485 E. High Street, Moorpark, CA 93021

Jeffrey Alstot (CRD# 5864067) is an Investment Advisor Representative working at Kelsey Financial, LLC in Moorpark, CA and has over 7 years of experience in the finance industry.

2
Ilan Fersht, financial advisor Oak Park CA
Ilan M. Fersht
CRD#: 1174011
Oak Park, CA

Ilan Fersht (CRD# 1174011) is an Investment Advisor Representative working at Kelsey Financial, LLC in Oak Park, CA and has over 31 years of experience in the finance industry.

3
Annette Gallo, financial advisor Moorpark CA
Annette Gallo
CRD#: 6312251
485 E. High Street, Moorpark, CA 93021

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

4
Kiel Holmes, financial advisor Moorpark CA
Kiel S. Holmes
CRD#: 6245170
485 E. High Street, Moorpark, CA 93021

Kiel Holmes (CRD# 6245170) is an Investment Advisor Representative working at Kelsey Financial, LLC in Moorpark, CA and has over 10 years of experience in the finance industry.

5
Steven Hoppel, financial advisor Moorpark CA
Steven E. Hoppel
CRD#: 4845148
485 E. High Street, Moorpark, CA 93021

Steven Hoppel (CRD# 4845148) is an Investment Advisor Representative working at Kelsey Financial, LLC in Moorpark, CA and has over 16 years of experience in the finance industry.

6
Susanne Cullen, financial advisor Moorpark CA
Susanne Cullen
CRD#: 7538063
485 E. High Street, Moorpark, CA 93021

Susanne Cullen (CRD# 7538063) is an Investment Advisor Representative working at Kelsey Financial, LLC in Moorpark, CA and has 1 year of experience in the finance industry.

7
Stephen Egnatchik, financial advisor Westlake Village CA
Stephen M. Egnatchik
CRD#: 7852978
32123 Lindero Canyon Road, Westlake Village, CA 91361

Stephen Egnatchik (CRD# 7852978) is an Investment Advisor Representative working at Kelsey Financial, LLC in Westlake Village, CA and has 1 year of experience in the finance industry.

8
Jonathan Fersht, financial advisor Westlake Village CA
Jonathan M. Fersht
CRD#: 5799239
32123 Lindero Canyon Road, Ste 306, Westlake Village, CA 91361

Jonathan Fersht (CRD# 5799239) is an Investment Advisor Representative working at Kelsey Financial, LLC in Westlake Village, CA and has over 13 years of experience in the finance industry.

9
Chandler Tso, financial advisor Moorpark CA
Chandler G. Tso
CRD#: 7490166
485 E. High Street, Moorpark, CA 93021

Chandler Tso (CRD# 7490166) is an Investment Advisor Representative working at Kelsey Financial, LLC in Moorpark, CA and has over 2 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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