Kelsey Hasterlik
Kelsey Hasterlik is a CFP-designated registered investment advisor at Independent Financial Group, LLC, based in San Diego, CA, with 14 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 44,045 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IFG offers investment management through various programs, including AccessPoint, Custom Asset Management, and Third Party Asset Managers. Fees are based on a percentage of the value of your account and are negotiable. Transaction charges may also apply. The maximum advisory fee is 3.00% per year. IFG and its IARs may receive additional compensation from product sponsors, which creates a conflict of interest.
Location
12671 High Bluff Dr, Ste 200, San Diego, CA, 92130
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kelsey works as an independent contractor providing consulting services for Paxton Consulting Group since 2020, dedicating about 10-20% of her time. She also provides consulting services for Mountain View Capital, LLC since 2023, dedicating minimal time.
Employment History
Current Registrations
Independent Financial Group, LLCBroker
Independent Financial Group, LLC
Previous Registrations
Emerson Equity LLCBroker
Shopoff Securities, INC.Broker
Northstar Securities, LLCBroker
Sgl Investment Advisors, INC.
S.G. Long & CompanyBroker
Lord, Abbett & CO. LLC
Lord Abbett Distributor LLCBroker
D.A. Davidson & CO.Broker
State Registrations1 state
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