Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelsey? Claim Your ProfileKelsey Mashae Snyder is a financial advisor at Mutual Of Omaha Investor Services, Inc. in Waukesha, Wisconsin. Kelsey specializes in helping individuals and families with their financial planning needs. She is a Certified Financial Planner and has been in the financial services industry since 2020. Kelsey is also a licensed insurance agent and has experience with life, health, and annuity products. She is passionate about helping people achieve their financial goals.
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.
Promoter fees and third party money manager fees
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WI
12/13/2022 - Present
Mutual OF Omaha Investor Services, Inc. (Waukesha WI)
BC
Issued 04/05/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
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