Kelse Puri
Kelse Puri is a registered investment advisor at Cetera Investment Advisers LLC, based in Eagle, ID, with 5 years of industry experience. Kelse operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1025 S Bridgeway Pl #290, Eagle, ID, 83616
Get directionsHistory
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
Kelse is an associate advisor at Parker Advisors, dedicating full-time hours to financial planning and investment management. Kelse also owns Rediscover Websites, a freelance website design company, and is a licensed insurance producer with Avantax Insurance Services, spending minimal time on each. Additionally, Kelse contributes to Tax Freedom Builders, focusing on educating clients about tax-smart strategies, dedicating a few hours per week.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Continental Investors Services, INC.
Continental Investors Services, INC.Broker
State Registrations2 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.