Kelsey Anderson is a CFP-designated registered investment advisor, based in San Diego, CA, with 8 years of industry experience. Kelsey is also registered as a broker, so some compensation may come from commissions on products sold.
Location
17190 Bernardo Center Dr., Suite 200, San Diego, CA, 92128
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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 as an independent RIA financial advisor for The AmeriFlex Group, dedicating full-time hours. She also works full-time as a financial advisor/insurance agent for Monarch Wealth & Retirement Strategies, providing financial planning and investment/insurance advice, and as a wealth manager for Monarch Wealth & Retirement Strategies. Additionally, Kelsey serves on the Finance Committee for the Country Club of Rancho Bernardo, spending minimal time.
Employment History
Current Registrations
Cambridge Investment Research, INC.
Cambridge Investment Research, INC.Broker
The Ameriflex Group
Previous Registrations
Osaic Wealth, INC.Broker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
State Registrations8 states
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
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