Kelsey Culjat is a registered investment advisor at D.A. Davidson & CO., based in Omaha, NE, with 7 years of industry experience. Kelsey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 70,118 clients with $42B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
450 Regency Parkway, Suite 400, Omaha, NE, 68114
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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 Activities
Kelsey owns multiple rental properties, dedicating a few hours per week to one and minimal time to the others. One property generates investment income, while another currently does not.
Employment History
Current Registrations
D.A. Davidson & CO.
D.A. Davidson & CO.Broker
Previous Registrations
Charles Schwab & CO., INC.Broker
TD Ameritrade Clearing, INC.Broker
TD Ameritrade, INC.Broker
State Registrations30 states
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