Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Oliver? Claim Your ProfileOliver Kelsey is a financial advisor with Osaic Wealth, Inc. Oliver is registered in Minnesota and Texas and has been in the industry since 2021. Oliver holds a Series 66, Series 7TO and SIE and is also a Certified Financial Planner. Oliver has experience working with high-net-worth individuals, corporations and other businesses, and pension and profit-sharing plans. Oliver also has experience working with charitable organizations and state or municipal government entities. Oliver is dedicated to providing financial advice and planning services to clients and is passionate about helping individuals and families 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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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
MN
01/02/2024 - Present
Osaic Wealth, Inc. (DULUTH MN)
MN
04/26/2021 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (DULUTH MN)
BOTH
Issued 05/15/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/26/2021
Series 7TO - General Securities Representative Examination
BC
Issued 04/09/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Oliver Kelsey is the right advisor for you? Invested Better is here to help.
