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Kirstin Selbee

Advisor at Freedom Financial Advisors, LLC — South Charleston, WV

Updated today

Credentials

Series 63, Series 65

Experience

< 1 year

Location

South Charleston, WV 25309

Freedom Financial Advisors, LLC logo

Freedom Financial Advisors, LLC

Supported

Total advisors

4

Clients per advisor

11 Very Low

Avg AUM per client

$302,326 Very Low

HNW client ratio

0% Very Low

About

Kirstin Selbee is a financial advisor with Freedom Financial Advisors, LLC, holding Series 63 and Series 65 credentials. She has no prior industry experience in financial advising but has worked in healthcare and insurance-related roles. Freedom Financial Advisors primarily serves individual clients with financial planning and portfolio management while also providing retirement plan consulting for 401(k) plans. The firm follows a conservative investment approach focused on fundamental analysis and client approval before trading, with an emphasis on educational services and a notable insurance affiliation.

Client services

Based on Freedom Financial Advisors, LLC

Financial planning Portfolio management Pension consulting Educational seminars or workshops

Expertise

Based on Freedom Financial Advisors, LLC

Retirement plans for business owners (SEP, solo 401k) General retirement planning General tax planning Wealth management

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Fee options

Fixed

Written financial plan fees from $200 to $3,000 depending on complexity

Percentage

$0+: 0.50% to 3.00% annually, negotiable based on size and complexity of account Not applicable+: Retirement plan consulting fee: negotiable annual fee of 2.00%, based on plan assets

Project-based

Up to $50/hour, negotiable

Other

Fee-only: Written financial plan fees range from $200 to $3,000 depending on complexity; hourly fees up to $50/hour

Location

South Charleston, WV

1211 Jefferson Rd.

South Charleston WV 25309

Advisors at this office

4

Most active in

West Virginia

Work history

< 1 year of industry experience

Homemaker not employed

2023 - Present • 3 years

Haymarket, VA

St Mary's Hospital

2022 - 2023 • 1 year

Huntington, WV

Freedom Financial Insurance Group

2018 - 2022 • 4 years

Yawkey, WV

Duke University Hospital

2017 - 2018 • 1 year

Durham, NC

unemployed

2017 - 2017 • 1 year

Wake Forrest, NC

Scripps Mercy Hospital

2017 - 2017 • 1 year

San Diego, CA

unemplyed

2017 - 2017 • 1 year

San Diego, CA

Carolina ContinueCare Hospital

2015 - 2017 • 2 years

Pineville, NC

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Angela B

Series 65

South Charleston, WV

Global Freedom Financial LLC

Angela Beblo is a financial advisor at Global Freedom Financial LLC with a Series 65 credential and four years of industry experience. She has worked at Jackson Kelly PLLC since 2022 as Counsel and previously spent sixteen years at Spilman Thomas & Battle PLLC. Beblo maintains an active legal practice alongside her advisory role. Global Freedom Financial LLC provides comprehensive financial planning and consulting to individual clients, focusing on retirement, estate, tax, and business planning among other areas. The firm does not manage assets but offers investment analysis and recommendations within planning engagements, operating as a single-advisor practice with a legal affiliation.

Business ownership considerations Business exit / sale strategy Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance
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Robert N

Series 65

Charleston, WV

WNA Wealth Management, LLC

Robert Nistendirk is a financial advisor at WNA Wealth Management, LLC with two years of industry experience. He holds a Series 65 designation and has been a partner at Costanzo Woomer Nistendirk, PLLC since 1996. WNA Wealth Management provides investment advisory and financial planning services primarily to individual clients, including retirement and pension/profit-sharing plans. The firm’s approach emphasizes asset allocation and a combination of strategies such as dollar-cost averaging, technical analysis, and both long- and short-term purchases, supported by Savant Wealth Management’s platform for portfolio management and trade processing.

General estate planning guidance Annuities
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James M

Series 66

Hurricane, WV

McKee Wealth Management

James Mckee is a financial advisor with McKee Wealth Management in Hurricane, WV, holding a Series 66 designation and 18 years of industry experience. He has worked at Southeast Investments, N.C. Inc., First Summit Financial, and has been involved with McKee & Associates, LLC since 2007. Mckee serves as a board member of the Home Builders Association of Greater Charleston. McKee Wealth Management provides financial planning, investment management, and wealth management services to individuals, families, and institutional clients including corporate pension and retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, retirement plan consulting, and uses a range of investment vehicles including mutual funds, ETFs, individual securities, and third-party platforms.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning Active portfolio management Options & derivatives strategies Founder/Business Owner Executive
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John J

Series 63

Charleston, WV

Jacobs & Company

John Jacobs is the sole advisor at Jacobs & Company in Charleston, WV, with 13 years of industry experience. He is a Series 63 license holder and the founder of Jacobs & Company as well as Jacobs Financial Group, Inc., where he has served as director and president. Jacobs is a certified public accountant and a licensed property and casualty insurance agent in fifteen states. Jacobs & Company is a state-registered independent investment adviser that serves individuals, corporations, trusts, and institutional clients. The firm manages discretionary portfolios across multiple asset classes and offers financial planning and advisory consultations, tailoring strategies to clients’ objectives and employing a range of securities and option strategies.

Active portfolio management
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John A

Series 66

Hurricane, WV

JA Investment Management, LLC

John Arthur is the sole advisor at JA Investment Management, LLC, an independent firm based in Hurricane, WV. He holds a Series 66 designation and has 21 years of experience at his current firm, following four years with Ferris, Baker Watts, Inc. Outside of his financial advisory work, he is the owner and head instructor of Relson Gracie Jiu Jitsu of WV and also operates Abstrakt Lifestyle, a lifestyle brand. JA Investment Management serves individual investors and 401(k) plans, offering private asset management, plan management, and investment education. The firm employs both fundamental and technical analysis, provides mostly non-discretionary portfolio management, and is noted for serving institutional retirement and pension clients in addition to private clients.

Passive / index investing
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Eric A

CFP®, Series 63, Series 65

South Charleston, WV

Retirement Planning Consultants Inc

Eric Ayersman is a CFP® professional with 13 years of experience in financial advising and over 26 years as a CPA. He is the principal of Retirement Planning Consultants Inc. in South Charleston, WV, and previously worked with Avantax Insurance Agency, Avantax Advisory Services, and Avantax Investment Services. Outside of advising, he maintains a tax preparation and consulting business through Ayersman Financial Group, Inc. Retirement Planning Consultants Inc. provides investment management for individual, corporate, and charitable clients, specializing in retirement accounts such as IRAs, 401(k)s, and 529 plans. The firm focuses on customized asset allocation primarily using ETFs, managing most assets on a discretionary basis while offering access to insurance and annuity products through the principal’s CPA and insurance licensure.

Annuities Retirement plans for business owners (SEP, solo 401k)
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