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Raymond Cromwell Kelsey

FINANCIAL CONCEPTS, INC.·CHANDLER, Arizona
Series 65Clean record21 years registeredFINANCIAL CONCEPTS, INC.
3195 WEST RAY ROAD, CHANDLER, AZ 85226CRD# 4992820Firm CRD# 122342

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Raymond Cromwell Kelsey · CHANDLER, AZ
Registration
CRD #4992820 · FINANCIAL CONCEPTS, INC. · 21 years registered
Brand Profile
Not yet started
01

Career History

FINCO INVESTMENT SERVICES, INC.
May 2012 – present
FINANCIAL CONCEPTS
Jul 2005 – Sep 2012
CHANDLER, AZ
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · July 25, 2005
Years registered · 21
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
FINANCIAL CONCEPTS, INC.
CRD 122342 · SEC 801-64353
AUM
$56M
Regulatory assets under management
Employees
6
471 client accounts
Services offered by FINANCIAL CONCEPTS, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at FINANCIAL CONCEPTS, INC. →
Introduction

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05

Frequently Asked Questions

What services does Raymond Cromwell Kelsey offer?
Raymond Cromwell Kelsey specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CHANDLER, Arizona for a consultation.
What are Raymond Cromwell Kelsey's credentials?
Raymond Cromwell Kelsey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Raymond Cromwell Kelsey located?
Raymond Cromwell Kelsey is based in CHANDLER, Arizona, working with FINANCIAL CONCEPTS, INC.. Their office serves clients in the CHANDLER metropolitan area and surrounding communities.
How does Raymond Cromwell Kelsey charge for services?
Raymond Cromwell Kelsey's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FINANCIAL CONCEPTS, INC.?
FINANCIAL CONCEPTS, INC. has approximately 6 employees and manages $56M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Tim Lee Wolf
CHANDLER, AZ

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