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Steven Everett Hoppel

KELSEY FINANCIAL, LLC·MOORPARK, California
SIE, Series 7, Series 24, Series 6618 years registeredKELSEY FINANCIAL, LLC
485 E. HIGH STREET, MOORPARK, CA 93021CRD# 4845148Firm CRD# 314950

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Steven Everett Hoppel · MOORPARK, CA
Registration
CRD #4845148 · KELSEY FINANCIAL, LLC · 18 years registered
Brand Profile
Not yet started
01

Career History

KELSEY FINANCIAL, LLC
Jun 2021 – present
WESTERN INTERNATIONAL SECURITIES
Aug 2017 – Dec 2017
Moorpark, CA
FINANCIAL WEST GROUP
Dec 2015 – Aug 2017
Moorpark, CA
KELSEY FINANCIAL, LLC
Jun 2015 – Aug 2021
MOORPARK, CA
AMERICAN FINANCIAL NETWORK ADVISORY SERVICES, LLC
Sep 2014 – May 2015
CALABASAS, CA
FINANCIAL WEST GROUP
Mar 2008 – Jun 2014
WESTLAKE VILLAGE, CA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 66
Registration record
First registered · March 7, 2008
Years registered · 18
03

Disclosure History

2002Criminal·Final Disposition

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
KELSEY FINANCIAL, LLC
CRD 314950 · SEC 801-129004
AUM
$138M
Regulatory assets under management
Employees
8
237 client accounts
Services offered by KELSEY FINANCIAL, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at KELSEY FINANCIAL, LLC →
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05

Frequently Asked Questions

What services does Steven Everett Hoppel offer?
Steven Everett Hoppel specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MOORPARK, California for a consultation.
What are Steven Everett Hoppel's credentials?
Steven Everett Hoppel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Steven Everett Hoppel located?
Steven Everett Hoppel is based in MOORPARK, California, working with KELSEY FINANCIAL, LLC. Their office serves clients in the MOORPARK metropolitan area and surrounding communities.
How does Steven Everett Hoppel charge for services?
Steven Everett Hoppel'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 KELSEY FINANCIAL, LLC?
KELSEY FINANCIAL, LLC has approximately 8 employees and manages $138M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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