Kelsey Bankey
Kelsey Bankey is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Dakota Dunes, SD, with 18 years of industry experience. Kelsey 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
350 Oak Tree Lane, Suite 150, Dakota Dunes, SD, 57049
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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
Kelsey works full-time at Sterk Financial Services, providing financial planning and handling administrative tasks. Kelsey also assists with family farming (minimal time), owns a merchandise design and sales business (about 10-20% of their time), co-owns a recording studio (a few hours per week), and supports a band (a few hours per week).
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Directed Services LLCBroker
State Registrations15 states
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