Chelsey Lynn Koster

Sb Advisory, LLC

5 Years of Experience

1 DisclosureBrokerSells Insurance

View SEC Summary

Areas of Practice

Retirement PlanningEstate PlanningFinancial Planning & CoachingInvestment ManagementHigh Net WorthBusiness Owners

Sb Advisory, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

31 advisors

Number of Clients

1,045 clients

Average Client Portfolio

$274K average

Assets Under Management

$285.9M

Fee Structure

Minimum Investment:None

Location

11740 Katy Freeway, Suite 600, Houston, TX, 77079

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History

Regulatory History (1)

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Criminal

January 2007

Final Disposition

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Other Business ActivitiesSells Insurance

Chelsey is a broker selling fixed annuities, long-term care, life, group benefits, health, disability, and medical insurance, dedicating full-time hours to this activity. She is also a board member for the Young Leaders Society- United Way, spending minimal time volunteering and fundraising. Chelsey also works full-time in sales and support in the health benefits and retirement area at Advantage Benefits Group.