331 Bendigo Blvd N, North Bend, WA, 98045
Get directionsNo 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 →Kelli is a Wealth Manager at Longevity Wealth, LLC dba Golden State Equity Partners, LLC, dedicating full-time hours to this role. She is also a licensed insurance agent and co-owner of rental properties, spending minimal time on each of these activities.