Richard Kelsey is a PFS-designated registered investment advisor, based in Madelia, MN, with 24 years of industry experience.
Location
8 West Main Street, Madelia, MN, 56062
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Richard is involved in a variety of business activities, including managing trusts, owning and managing rental properties, and providing tax preparation and accounting services through Kelsey Company, LLC, which takes up nearly all of his time. He also sells equity indexed annuities through Avantax Insurance Agency, Inc., dedicating minimal time to this activity.
Employment History
Current Registrations
Cetera Wealth Services, LLC
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
1st Global Capital CORP.Broker
State Registrations9 states
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