linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Kelsey Haycock

Stifel Independent Advisors, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Kelsey? Claim Your Profile

About Kelsey Haycock

Kelsey Haycock is a financial advisor at Stifel Independent Advisors, LLC. Kelsey has been in the industry since December 8, 2019. Kelsey is licensed to provide investment advice in 23 states. Kelsey's current location is in SALT LAKE CITY, UT and is part of the Stifel Independent Advisors, LLC team.

Firm Information

Kelsey Haycock is currently registered with Stifel Independent Advisors, LLC. Stifel Independent Advisors, LLC is a Limited Liability Company formed in 2021. They are headquartered in St. Louis, Missouri and offer financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals. They manage assets for individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations, and banking or thrift institutions. The firm has over 140 registered representatives and advisors and manages over $3.5 billion in assets.
Stifel Independent Advisors, LLC

501 N BROADWAY

ST LOUIS, MO 63102

$3.56B

Assets Under Management

Not reported

Total Clients

149

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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

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.

check

fixed fees

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

check

commissions

Earned based on transactions or products sold.

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Kelsey Haycock’s Registration & Firm History

UT

06/20/2023 - Present

Stifel Independent Advisors, LLC (SALT LAKE CITY UT)

UT

12/09/2019 - 07/05/2023

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (SALT LAKE CITY UT)

Not sure if Kelsey Haycock is right for you?

Licenses & Designations

BC

Issued 02/06/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/07/2019

Series 7TO - General Securities Representative Examination

BC

Issued 05/12/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kelsey Haycock.
Not sure if Kelsey Haycock is right for you?