Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelsey? Claim Your ProfileKelsey Anne Spresser is a Certified Financial Planner™ professional with over seven years of experience in the financial services industry. Kelsey is an Investment Advisor Representative with Doyenne Wealth Advisors in Chicago, Illinois. Her expertise lies in providing financial planning and portfolio management services for individuals and high-net-worth individuals. Kelsey’s experience includes working with various financial institutions, including William Blair & Co. and RBC Wealth Management. She has a strong academic background, having graduated from the University of Wisconsin-Madison.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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IL
02/09/2022 - Present
Doyenne Wealth Advisors (CHICAGO IL)
IA
Issued 04/05/2016
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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