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Kelly Anna Katherine Geiser

WEDGEWOOD ASSET MANAGEMENT, LLC·REDONDO BEACH, California
Clean recordWEDGEWOOD ASSET MANAGEMENT, LLC
2015 MANHATTAN BEACH BLVD, REDONDO BEACH, CA 90278CRD# 7691172Firm CRD# 312054

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kelly Anna Katherine Geiser · REDONDO BEACH, CA
Registration
CRD #7691172 · WEDGEWOOD ASSET MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Kelly Anna Katherine Geiser is a registered financial advisor based in REDONDO BEACH, California, affiliated with WEDGEWOOD ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Fee-Only Advisory
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
WEDGEWOOD ASSET MANAGEMENT, LLC
WEDGEWOOD ASSET MANAGEMENT, LLC
AUM
$188M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at WEDGEWOOD ASSET MANAGEMENT, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 7691172
Firm CRD# 312054
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kelly Anna Katherine Geiser offer?
Kelly Anna Katherine Geiser specializes in Retirement Planning, Fee-Only Advisory. Contact their office in REDONDO BEACH, California for a consultation.
What are Kelly Anna Katherine Geiser's credentials?
Kelly Anna Katherine Geiser is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kelly Anna Katherine Geiser located?
Kelly Anna Katherine Geiser is based in REDONDO BEACH, California, working with WEDGEWOOD ASSET MANAGEMENT, LLC. Their office serves clients in the REDONDO BEACH metropolitan area and surrounding communities.
How does Kelly Anna Katherine Geiser charge for services?
Kelly Anna Katherine Geiser's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WEDGEWOOD ASSET MANAGEMENT, LLC?
WEDGEWOOD ASSET MANAGEMENT, LLC has approximately 4 employees and manages $188M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WEDGEWOOD ASSET MANAGEMENT, LLC

Kathryn Lynn Jones
REDONDO BEACH, CA
Evan L. Curtis
REDONDO BEACH, CA
Hannah Geiser
REDONDO BEACH, CA
Lin Na Wong
REDONDO BEACH, CA

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Research
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