Unclaimed Profile

Charles Adam Kelsey

MUTUAL ADVISORS, LLC·OMAHA, Nebraska

Clean recordMUTUAL 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

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Charles Adam Kelsey is a registered financial advisor based in OMAHA, Nebraska, affiliated with MUTUAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

MUTUAL ADVISORS, LLC

AUM

$6.9B

Regulatory assets under management

Employees

255

Total firm employees

View all advisors at MUTUAL ADVISORS, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 5395066

Firm CRD# 167658

View on FINRA BrokerCheck →

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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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