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Stephen Michael Egnatchik

Kelsey Financial, LLC

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About Stephen Michael Egnatchik

Stephen Egnatchik is an Investment Advisor Representative registered with Kelsey Financial, LLC. Stephen has been in the financial industry since 2024 and has a Series 65 license. Stephen holds a California Real Estate Agent License, but does not actively pursue real estate business. He is also the owner of Westlake Sentinel Fund / Westlake Sentinel Management, a private hedge fund in an exploratory process. Stephen offers financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.

Firm Information

Stephen Egnatchik is currently registered with Kelsey Financial, LLC. Kelsey Financial, LLC is a registered investment advisor located in Moorpark, CA. The firm has 2 licensed agents and 7 investment adviser representatives. They manage approximately $138,386,767 in assets for 237 clients. Kelsey Financial, LLC offers a range of services, including financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Their client base includes individuals, high-net-worth individuals, and other investment advisors.
Kelsey Financial, LLC

485 E. HIGH STREET

MOORPARK, CA 93021

$138.39M

Assets Under Management

3

Total Clients

9

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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variable annuity sub-account fee-based management & alternative investment fee-based mgmt & held away mgmt-directed brokerage

Variable annuity sub-account fee-based management & alternative investment fee-based mgmt & held away mgmt-directed brokerage

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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Stephen Egnatchik’s Registration & Firm History

CA

01/05/2024 - Present

Kelsey Financial, LLC (Westlake Village CA)

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Licenses & Designations

IA

Issued 01/02/2024

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Stephen Michael Egnatchik.
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