A complete list of active advisors currently associated with Kelsey Financial, LLC

Warmer can help you find a great advisor at Kelsey Financial, LLC or one who fits your needs even better.

Kelsey Financial serves a range of private and institutional clients, including individual and high-net-worth investors, pension and profit-sharing plans, charitable organizations, corporations, and other registered investment advisers. The firm provides discretionary portfolio management, financial planning and consulting, pension consulting (including IPS preparation and investment selection), variable annuity sub-account management, and referrals to third‑party money managers. The firm deploys model portfolios while also offering bespoke supervisory accounts, using tactical asset allocation alongside quantitative and fundamental analysis and a mix of long-, short- and short-term trading strategies. Kelsey Financial discloses that it may use derivatives and borrow (margin) within separately managed accounts and can incorporate third‑party managers and managed annuity exposures as part of its implementation toolkit. Distinctive elements in the brochure include a formal program of participant education and investment workshops for retirement plan clients under ERISA guidance, and the disclosure that an associated person is separately licensed to solicit fixed insurance (with documented conflict‑mitigation practices). The firm also noted a recent ADV amendment implementing detailed policies governing supervised use of artificial intelligence and identifies itself as a Sophisticated Municipal Market Professional when executing fixed‑income transactions.

To learn more about the advisors currently working at Kelsey Financial, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.