Kelli Visser is a PFS-designated registered investment advisor at Lg Financial Services, LLC, based in Bellingham, WA, with 1 years of industry experience. Kelli operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
IM Fee
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
2211 Rimland Drive Suite 422, Bellingham, WA, 98226
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kelli is the owner and manager of Zandstrand LLC, a residential rental real estate holding company, since 2018. She spends a few hours per week on management activities related to owning and leasing a residential duplex.
Employment History
Current Registrations
Lg Financial Services, LLC
State Registrations1 state
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