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Kelsey Quam

QUAM, KELSEY·BEND, Oregon

Series 65Clean record3 years registeredQUAM, KELSEY

61013 LODGEPOLE DRIVE, BEND, OR 97702CRD# 7700400Firm CRD# 324767

Profile Verification

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

Identity

Kelsey Quam · BEND, OR

Registration

CRD #7700400 · QUAM, KELSEY · 3 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: QUAM, KELSEY

QUAM, KELSEY

Apr 2023 – Dec 2024

BEND, OR

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · April 19, 2023

Years registered · 3

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

QUAM, KELSEY

CRD 324767 · SEC 801-127538

Employees

Total firm employees

Services offered by QUAM, KELSEY

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at QUAM, KELSEY →

Introduction

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Frequently Asked Questions

What services does Kelsey Quam offer?

Kelsey Quam specializes in Investment Management.

What are Kelsey Quam's credentials?

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

Where is Kelsey Quam located?

Kelsey Quam is based in BEND, Oregon, last registered with QUAM, KELSEY.

How does Kelsey Quam charge for services?

Kelsey Quam's firm is compensated through subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is QUAM, KELSEY?

QUAM, KELSEY has approximately 1 employees. The firm is registered with the SEC as an investment adviser.

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