Kelsey
Dagle
Howard Bailey Securities, LLC
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About this Advisor
Kelsey Dagle is a financial advisor operating out of Fort Wayne, Indiana. Dagle is currently employed by Howard Bailey Securities, LLC. Over the course of their career, they have held roles at Ash Brokerage and Howard Bailey. Dagle maintains a Series 65 license, certifying them as an investment advisor representative, and is registered to advise clients in Indiana. Howard Bailey Securities, LLC is an advisory firm that has its headquarters in Fort Wayne, IN. It has offices in three locations and a total of 12 financial advisors. It handles $373 million in assets under management among its 4,082 client accounts, placing it among the larger firms in the country by assets under management. Of its 4,082 client accounts, 15% are held by high-net-worth investors who have greater than $1 million in investable assets. Howard Bailey Securities, LLC provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. A financial advisor's fee schedules typically vary depending on which services the firm provides the client. However, fees charged by Howard Bailey Securities, LLC may include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Howard Bailey Securities, LLC Brokerage Details
$372,998,144
12
4,082
$91,376
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Kelsey Dagle Work History
Kelsey has been registered as a financial advisor for 0 years.*
Howard Bailey
Ash Brokerage
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Kelsey Dagle 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 Howard Bailey Securities, LLC
Fort Wayne, IN
Fort Wayne, IN
Fort Wayne, IN
Fort Wayne, IN
Fort Wayne, IN
Fort Wayne, IN
Fort Wayne, IN
Fort Wayne, IN
The content in this profile was updated by SmartAsset on 4/16/2023. 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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