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Kelsey Emerson Walker

Aldrich Wealth LP

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About Kelsey Emerson Walker

Kelsey Emerson Walker is a financial advisor with Aldrich Wealth LP. Kelsey has been working in the financial industry since August 2014. Kelsey is registered with the state of Oregon. Kelsey previously worked at Summit Trail Securities, LLC, and Guggenheim Funds Distributors, LLC. Kelsey holds the Series 63, Series 7 and SIE licenses. Kelsey is also a Certified Financial Planner.

Firm Information

Kelsey Walker is currently registered with Aldrich Wealth LP. Aldrich Wealth LP is an investment advisor based in LAKE OSWEGO, OR. The firm manages approximately $5.57 billion in assets for individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and other investment advisors. Their services include financial planning, portfolio management, pension consulting, and tax services.
Aldrich Wealth LP

5665 SW MEADOWS RD

LAKE OSWEGO, OR 97035

$5.57B

Assets Under Management

4

Total Clients

24

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.

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tax services

Tax services

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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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Kelsey Walker’s Registration & Firm History

OR

05/07/2021 - Present

Aldrich Wealth LP (LAKE OSWEGO OR)

CA

04/06/2017 - 05/28/2020

SUMMIT TRAIL SECURITIES, LLC (San Francisco CA)

NY

04/15/2015 - 10/15/2015

GUGGENHEIM FUNDS DISTRIBUTORS, LLC (NEW YORK NY)

NY

03/26/2015 - 04/20/2015

GUGGENHEIM SECURITIES, LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 12/01/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/26/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kelsey Emerson Walker.
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