Wilson
Kelso
Seros Financial, LLC
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About this Advisor
Wilson Kelso is a financial advisor based in Tempe, Arizona, working with Seros Financial, LLC. Wilson has previously held positions at Bill Kelso, Cpa, Seros Financial LLC, United Planners' Financial Services, Pinnacle Financial Advisors, and as an Independent Insurance Agent. Wilson has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Arizona. Currently, Wilson is part of Seros Financial, LLC, which operates out of Tempe, Arizona. The firm has 5 employees and manages assets totaling $260.8 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and publication of newsletters. The fee structure at Seros Financial, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Seros Financial, LLC Brokerage Details
$260,841,497
5
890
$293,080
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
Wilson Kelso Work History
Seros Financial LLC
Pinnacle Financial Advisors
Seros Financial LLC
United Planners' Financial Services
Independent Insurance Agent
Bill Kelso, Cpa
Disclosures
Please visit the SEC profile of Wilson Kelso to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Seros Financial, LLC
Tempe, AZ
Tempe, AZ
Tempe, AZ
Tempe, AZ
Tempe, AZ
Tempe, AZ
Tempe, AZ
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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