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Kelsen William Edwins

Moss Adams Wealth Advisors LLC

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About Kelsen William Edwins

Kelsen William Edwins is a financial advisor who has been in the industry since 2009. Kelsen William Edwins is currently registered with Moss Adams Wealth Advisors LLC in Seattle, Washington and has a Series 7 and Series 66 license. Kelsen William Edwins previously worked for Cambridge Investment Research, Inc., MetLife Securities Inc., and Thrivent Investment Management Inc. Kelsen William Edwins specializes in retirement planning, estate planning, and investment management.

Firm Information

Kelsen Edwins is currently registered with Moss Adams Wealth Advisors LLC. Moss Adams Wealth Advisors LLC is a Seattle, Washington-based investment advisor with approximately $3.91 billion in regulatory assets under management. The firm provides financial planning, pension consulting, selection of other advisors, and portfolio management for individuals, businesses, and institutions. They serve a variety of clients, including high-net-worth individuals, corporations, charitable organizations, and tribal government enterprises.
Moss Adams Wealth Advisors LLC

999 THIRD AVE STE 2800

SEATTLE, WA 98104

$3.91B

Assets Under Management

28

Total Clients

21

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Kelsen Edwins’s Registration & Firm History

WA

09/05/2024 - Present

Moss Adams Wealth Advisors LLC (SEATTLE WA)

AZ

07/14/2010 - 07/29/2011

CAMBRIDGE INVESTMENT RESEARCH, INC. (SCOTTSDALE AZ)

AZ

02/19/2010 - 06/24/2010

METLIFE SECURITIES INC. (PHOENIX AZ)

AZ

03/13/2009 - 02/17/2010

THRIVENT INVESTMENT MANAGEMENT INC. (PHOENIX AZ)

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Licenses & Designations

BOTH

Issued 05/11/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/11/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kelsen William Edwins.
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