Unclaimed Profile

Kelsey Quam

QUAM, KELSEY·BEND, Oregon

Clean recordQUAM, 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

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Kelsey Quam is a registered financial advisor based in BEND, Oregon, affiliated with QUAM, KELSEY. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Client Types

Individuals

Introduction

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Firm Overview

Firm

QUAM, KELSEY

AUM

—

Regulatory assets under management

Employees

Total firm employees

View all advisors at QUAM, KELSEY →

Services

Portfolio management (individuals)

Background

Compensation

Subscription fees

Regulatory

SEC/IARD CRD# 7700400

Firm CRD# 324767

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Kelsey Quam offer?

Kelsey Quam specializes in Investment Management. Contact their office in BEND, Oregon for a consultation.

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, working with QUAM, KELSEY. Their office serves clients in the BEND metropolitan area and surrounding communities.

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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