Kelsey
Spresser

Doyenne Wealth Advisors

CRD#6295265
Investment Advisor
in Chicago, IL

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About this Advisor

Kelsey Spresser is a financial advisor based in Chicago, Illinois, working with Doyenne Wealth Advisors. Kelsey has previously held positions at Brownson, Rehmus & Foxworth, Inc, University Of Wisconsin-Madison, William Blair & Co, RBC Wealth Management, and Doyenne Wealth Advisors. Kelsey has passed the Series 65 regulatory exam and is registered to provide services in Illinois. Currently, Kelsey is part of Doyenne Wealth Advisors, which operates out of Chicago, Illinois. The firm has 1 office and 17 employees. The firm manages assets totaling $1.7 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Doyenne Wealth Advisors includes asset-based and fixed fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

227 W Monroe Street Suite 4650
Chicago, IL 60606

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Doyenne Wealth Advisors Brokerage Details

Total Assets Under Management

$1,705,745,634

IL Average: $6,674,516,078
Total Number of Employees

17

IL Average: 44
Total Number of Accounts

764

IL Average: 2,564
Average Account Size

$2,232,651

IL Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Kelsey Spresser Work History

2022 - Present (2 years)

Doyenne Wealth Advisors

2016 - 2021 (5 years)

Brownson, Rehmus & Foxworth,Inc

2015 - 2016 (1 year)

University Of Wisconsin-Madison

2015 - 2015 (< 1 year)

William Blair & Co

2014 - 2015 (1 year)

Rbc Wealth Management

Disclosures

Please visit the SEC profile of Kelsey Spresser 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 Doyenne Wealth Advisors

Kelsey Spresser
Chicago, IL
Laura Stern
Chicago, IL
Paulina Cylwik
Chicago, IL
Anne Petty
Chicago, IL
Jacob Beck
Chicago, IL
Maureen Miller
Chicago, IL
Alyssa Schuster
Chicago, IL
Tesa Williamson
Chicago, IL

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.

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