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Kelsey Anne Montoya

Realized Financial, Inc.

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About Kelsey Anne Montoya

Kelsey Montoya is a financial professional at Realized Financial, Inc. in Austin, Texas. Kelsey is an active Registered Representative with FINRA and Series 99TO and SIE licensed. Kelsey works with individual clients and provides financial planning, educational seminars, and publication of periodicals as well as portfolio management services.

Firm Information

Kelsey Montoya is currently registered with Realized Financial, Inc.. Realized Financial, Inc. is a registered investment advisor firm headquartered in California. Founded in 1988, they offer financial planning, portfolio management for individuals and other RIAs and BDs, educational seminars, and publication of periodicals. With a team of 7 investment adviser representatives and 12 registered representatives, Realized Financial, Inc. manages assets for individuals, serving over 1 client with approximately $0 in assets under management.

Not reported

Assets Under Management

4

Total Clients

14

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for other ria and bd

Portfolio management for other ria and bd

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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percentage of assets

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

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other

Financial planning fees and reallowances

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Kelsey Montoya’s Registration & Firm History

TX

09/16/2021 - Present

Realized Financial, Inc. (AUSTIN TX)

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Licenses & Designations

BC

Issued 09/15/2021

Series 99TO - Operations Professional Examination

BC

Issued 08/12/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kelsey Anne Montoya.
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