Nancy Kelsey
Nancy Kelsey is a registered investment advisor at Osaic Wealth, INC., based in Tucson, AZ, with 39 years of industry experience. Nancy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
Tucson, AZ
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Regulatory History (3)
Customer Dispute
August 2013Customer Dispute
November 2006Customer Dispute
May 2002Other Business ActivitiesSells Insurance
Nancy runs a cat rescue and rehoming operation, dedicating about 10-20% of her time. She is also an advisor with Securities America Advisors, spending nearly full-time advising clients on investments.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Securities America, INC.Broker
Securities America Advisors, INC.
Brecek & Young Advisors, INC.
Brecek & Young Advisors, INC.Broker
Commonwealth Financial NetworkBroker
Ids Life Insurance CompanyBroker
Ameriprise Financial Services, INC.Broker
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.