linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Kelsi Anne McGlothin

Aurora Wealth Advisors

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

About Kelsi Anne McGlothin

Kelsi McGlothin is an Investment Advisor Representative at Aurora Wealth Advisors, with offices in San Diego and Pasadena. Kelsi has a strong background in the financial services industry, having worked at Ameriprise Financial Services, LLC since 2019. Kelsi holds the Series 66, Series 7TO and the SIE licenses. Kelsi is also a music teacher and has been providing private music lessons since 2011. Kelsi is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.

Firm Information

Kelsi McGlothin is currently registered with Aurora Wealth Advisors. Aurora Wealth Advisors is an investment advisory firm based in San Diego, California. They specialize in providing financial planning, pension consulting, and portfolio management services for individuals and businesses. The firm manages approximately $184.4 million in assets for 1,173 clients, including high-net-worth individuals and other individuals.
Aurora Wealth Advisors

9915 MIRA MESA BOULEVARD

SAN DIEGO, CA 92131

$184.39M

Assets Under Management

11

Total Clients

2

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

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

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.

Kelsi McGlothin’s Registration & Firm History

CA

06/07/2023 - Present

Aurora Wealth Advisors (SAN DIEGO CA)

CA

07/04/2022 - 01/12/2023

AMERIPRISE FINANCIAL SERVICES, LLC (PASADENA CA)

Not sure if Kelsi Anne McGlothin is right for you?

Licenses & Designations

BOTH

Issued 09/02/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/02/2022

Series 7TO - General Securities Representative Examination

BC

Issued 07/02/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kelsi Anne McGlothin.
Not sure if Kelsi Anne McGlothin is right for you?