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Steven Everett Hoppel

KELSEY FINANCIAL, LLC·MOORPARK, California
Unclaimed Profile
485 E. HIGH STREET, MOORPARK, CA 93021CRD# 4845148Firm CRD# 314950
01

About

Steven Everett Hoppel is a registered financial advisor based in MOORPARK, California, affiliated with KELSEY FINANCIAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
KELSEY FINANCIAL, LLC
KELSEY FINANCIAL, LLC
AUM
$138M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at KELSEY FINANCIAL, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Other
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4845148
Firm CRD# 314950
No disclosures on file
View on FINRA BrokerCheck →

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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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City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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