Unclaimed Profile

Charles Adam Kelsey

MUTUAL ADVISORS, LLC·OMAHA, Nebraska

SIE, Series 4, Series 7, Series 24, Series 63, Series 66, Series 99TOClean record16 years registeredMUTUAL ADVISORS, LLC

9140 W DODGE ROAD, OMAHA, NE 68114CRD# 5395066Firm CRD# 167658

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Charles Adam Kelsey · OMAHA, NE

Registration

CRD #5395066 · MUTUAL ADVISORS, LLC · 16 years registered

Brand Profile

Not yet started

Career History

MUTUAL ADVISORS, LLC

Mar 2019 – present

MUTUAL SECURITIES, INC.

Feb 2019 – present

AMERIVEST INVESTMENT MANAGEMENT, LLC

Mar 2010 – Apr 2014

FT. WORTH, TX

TD AMERITRADE, INC.

Mar 2010 – Apr 2014

FORT WORTH, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 24

Series 63

Series 66

Series 99TO

Registration record

First registered · March 25, 2010

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MUTUAL ADVISORS, LLC

CRD 167658 · SEC 801-78089

AUM

$6.9B

Regulatory assets under management

Employees

255

20,381 client accounts

Services offered by MUTUAL ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MUTUAL ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Charles Adam Kelsey offer?

Charles Adam Kelsey specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in OMAHA, Nebraska for a consultation.

What are Charles Adam Kelsey's credentials?

Charles Adam Kelsey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Charles Adam Kelsey located?

Charles Adam Kelsey is based in OMAHA, Nebraska, working with MUTUAL ADVISORS, LLC. Their office serves clients in the OMAHA metropolitan area and surrounding communities.

How does Charles Adam Kelsey charge for services?

Charles Adam 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 MUTUAL ADVISORS, LLC?

MUTUAL ADVISORS, LLC has approximately 255 employees and manages $6.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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