Vicki
Kelsey
Shoreline Wealth Advisors
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About this Advisor
Vicki Kelsey is a financial advisor based in New Castle, Indiana, working with Shoreline Wealth Advisors. Vicki has previously held positions at Shoreline Asset Management, LLC, Shore & Company, P.C, and Kelsey Accounting & Tax. Vicki has passed the Series 65 regulatory exam and is registered to provide services in Indiana. Currently, Vicki is part of Shoreline Wealth Advisors, which operates out of New Castle, Indiana. The firm has 6 offices and 10 employees. The firm manages assets totaling $220.4 million and 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, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Shoreline Wealth Advisors includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Shoreline Wealth Advisors Brokerage Details
$220,362,066
10
680
$324,062
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
Vicki Kelsey Work History
Shore & Company, P.C
Shoreline Asset Management, LLC
Kelsey Accounting & Tax
Disclosures
Please visit the SEC profile of Vicki Kelsey 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 Shoreline Wealth Advisors
Carmel, IN
New Castle, IN
New Castle, IN
New Castle, IN
New Castle, IN
New Castle, IN
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