Kellie Ettlin
Kellie Ettlin is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Grass Valley, CA, with 7 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
426 Sutton Way #110, Grass Valley, CA, 95945
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kellie is a partner in a rental real estate business since January 2024, dedicating minimal time to it. She is also a Partner and CFO of Sierra Foothill Asset Management, Inc. DBA Owens Estate & Wealth Strategies Group, dedicating about half of her time to this role.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations41 states
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