Kellen
Foley
Flexpath Strategies
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About this Advisor
Kellen Foley is a financial advisor based in Aliso Viejo, California, working with Flexpath Strategies. Kellen has previously held positions at Nfp Retirement, Inc, Kestra Investment Services, LLC, and Flexpath Strategies. Kellen has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Kellen is part of Flexpath Strategies, which operates out of Aliso Viejo, California. The firm has 25 employees and manages assets totaling $66.0 billion. The services offered by the firm include portfolio management for pooled investment vehicles and pension consulting services. The fee structure at Flexpath Strategies includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Flexpath Strategies Brokerage Details
$65,973,486,697
25
902
$73,141,338
Investment Advisory Services
- Portfolio management for pooled investment vehicles
- Pension consulting services
Kellen Foley Work History
Flexpath Strategies
Kestra Investment Services, LLC
Nfp Retirement, Inc
Disclosures
Please visit the SEC profile of Kellen Foley 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 Flexpath Strategies
Aliso Viejo, CA
Aliso Viejo, CA
Aliso Viejo, CA
Aliso Viejo, CA
Aliso Viejo, CA
Aliso Viejo, CA
Aliso Viejo, CA
Aliso Viejo, CA
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
