Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelsey? Claim Your ProfileKelsey Elizabeth Lichttenegger is a Registered Investment Advisor Representative with Badgley Phelps Wealth Managers. Kelsey has been in the securities industry for 5 years. Kelsey's registration is active with the state of Washington. Kelsey is also licensed to provide Investment Advisory services in the state of Washington. Kelsey has experience working with individuals, high net worth individuals, trusts, charitable organizations, and corporations. Kelsey has passed the Uniform Securities Agent State Law Examination, the Uniform Investment Adviser Law Examination, the Securities Industry Essentials Examination, and the General Securities Representative Examination. Kelsey's firm, Badgley Phelps Wealth Managers, specializes in providing financial planning and investment management services to individuals, families, and businesses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Credit and cash management solutions. insurance solutions
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.
1
2
WA
08/07/2022 - Present
Badgley Phelps Wealth Managers (SEATTLE WA)
WA
07/13/2017 - 08/04/2022
COLDSTREAM SECURITIES, INC. (BELLEVUE WA)
BC
Issued 02/21/2017
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/08/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/2017
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Kelsey Lichttenegger is the right advisor for you? Invested Better is here to help.
