Kelsey Cagle is a CFP-designated registered investment advisor, based in Deerfield, IL, with 13 years of industry experience. Kelsey is also registered as a broker, so some compensation may come from commissions on products sold.
Location
570 Lake Cook Road, Suite 300, Deerfield, IL, 60015
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Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Cetera Investment Advisers LLC
December 2025 - Present · 10 mos
Cetera Wealth Services, LLCBroker
December 2025 - Present · 10 mos
Previous Registrations
Strategic Advisers LLC
March 2025 - December 2025 · 9 mos
Fidelity Personal and Workplace Advisors
July 2018 - March 2025 · 6 yrs 8 mos
Strategic Advisers LLC
November 2013 - July 2018 · 4 yrs 8 mos
Fidelity Brokerage Services LLCBroker
May 2013 - December 2025 · 12 yrs 7 mos
State Registrations16 states
CACOCTFLGAILINMAMIMNNYOHSCTNTXWI
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.
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