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Chelsey Kastrup
2 Years of Experience
La Vista, NE
1 Disclosure
Chelsey Kastrup is a registered investment advisor at Retirement and Wealth at Alliant, LLC, based in La Vista, NE, with 2 years of industry experience. Chelsey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 222 clients with $7.4B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
44 advisors
IM Fee
Planning only
Assets Under Management
$7.4B
Fee Structure
Investment management only (planning not offered)
Annual Retainer:$5,000 - $150,000/year
One-Time Plan:$1,000 - $150,000
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Location
La Vista, NE
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Regulatory History (1)
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Financial
October 2016Final
Employment History
Current Registrations
Retirement and Wealth at Alliant, LLC
March 2026 - Present · 7 mos
Previous Registrations
Principal Securities, INC.
June 2022 - December 2022 · 6 mos
Principal Securities, INC.Broker
June 2022 - December 2022 · 6 mos
Prudential Financial Planning Services
May 2021 - June 2022 · 1 yr 1 mo
Pruco Securities, LLC.Broker
April 2021 - June 2022 · 1 yr 2 mos
Cambridge Investment Research, INC.Broker
August 2020 - March 2021 · 7 mos
State Registrations1 state
NE
Advisor
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.