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FINANCIAL CONCEPTS, INC.
FINANCIAL CONCEPTS, INC.
FINANCIAL CONCEPTS
CHANDLER, Arizona
·
2 registered advisors
·
CRD# 122342
SEC# 801-64353
480-963-1300
01
Firm Overview
AUM
$56M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at FINANCIAL CONCEPTS, INC.
2 registered advisors
Raymond Cromwell Kelsey
CHANDLER, Arizona
CRD# 4992820
Tim Lee Wolf
CHANDLER, Arizona
CRD# 1261588
05
Office Locations
CHANDLER, Arizona
2 advisors
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Data sourced from SEC Form ADV filings. FINANCIAL CONCEPTS, INC. (CRD# 122342) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.