AdvisorOS Directory
Claim Profile
Unclaimed Profile
KS

Kelsi Marie Marsh Spurgeon

COLUMBIA CAPITAL MANAGEMENT, LLC·OVERLAND PARK, Kansas
Clean recordCOLUMBIA CAPITAL MANAGEMENT, LLC
6330 LAMAR AVENUE, OVERLAND PARK, KS 66202CRD# 6164886Firm CRD# 112773

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kelsi Marie Marsh Spurgeon · OVERLAND PARK, KS
Registration
CRD #6164886 · COLUMBIA CAPITAL MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Kelsi Marie Marsh Spurgeon is a registered financial advisor based in OVERLAND PARK, Kansas, affiliated with COLUMBIA CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Wealth Management
Client Types

Client type data will be added during profile enrichment.

Introduction

Speak with Kelsi

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Kelsi is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
COLUMBIA CAPITAL MANAGEMENT, LLC
COLUMBIA CAPITAL MANAGEMENT, LLC
AUM
$1.7B
Regulatory assets under management
Employees
15
Total firm employees
View all advisors at COLUMBIA CAPITAL MANAGEMENT, LLC →
Services
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 6164886
Firm CRD# 112773
View on FINRA BrokerCheck →

Looking for a financial advisor in OVERLAND PARK?

Browse all registered financial advisors in OVERLAND PARK, Kansas or claim this profile if it's yours.

Browse OVERLAND PARK AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Kelsi Marie Marsh Spurgeon offer?
Kelsi Marie Marsh Spurgeon specializes in Wealth Management. Contact their office in OVERLAND PARK, Kansas for a consultation.
What are Kelsi Marie Marsh Spurgeon's credentials?
Kelsi Marie Marsh Spurgeon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kelsi Marie Marsh Spurgeon located?
Kelsi Marie Marsh Spurgeon is based in OVERLAND PARK, Kansas, working with COLUMBIA CAPITAL MANAGEMENT, LLC. Their office serves clients in the OVERLAND PARK metropolitan area and surrounding communities.
How does Kelsi Marie Marsh Spurgeon charge for services?
Kelsi Marie Marsh Spurgeon's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is COLUMBIA CAPITAL MANAGEMENT, LLC?
COLUMBIA CAPITAL MANAGEMENT, LLC has approximately 15 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at COLUMBIA CAPITAL MANAGEMENT, LLC

Khalen Jaret Dwyer
MERRIAM, KS
Curt Michael Decrinis
MERRIAM, KS
David Alan Abel
MERRIAM, KS
Dennis Weston Lloyd
OVERLAND PARK, KS
Adam Timothy Pope
MERRIAM, KS
James Prichard
MERRIAM, KS

More Advisors in OVERLAND PARK, Kansas

Brian James Machtley
QUANTITATIVE VALUE TECHNOLOGIES, LLC·OVERLAND PARK, KS
Brett Christopher Kunshek
440 INVESTMENT GROUP, LLC·OVERLAND PARK, KS
Gary Bruce Cloud
FINANCIAL COUNSELORS INC·OVERLAND PARK, KS
Michael John Searcy
SEARCY FINANCIAL SERVICES, INC.·OVERLAND PARK, KS
Chandler Hayes Cullor
TWO WEST CAPITAL ADVISORS LLC·OVERLAND PARK, KS
Anthony Jay Robbins
CREATIVE PLANNING, INC.·OVERLAND PARK, KS

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Kansas
LEAWOOD (172)WICHITA (66)TOPEKA (38)LENEXA (30)LAWRENCE (30)PRAIRIE VILLAGE (25)MISSION WOODS (18)MERRIAM (17)SALINA (13)MISSION (12)
City Guides
LEAWOOD GuideWICHITA GuideTOPEKA GuideLENEXA GuideLAWRENCE Guide
Research
Advisor Fees in KansasNational Fee Analysis
Request removal of this profile