Vicki
Kelsey
Shoreline Wealth Advisors
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About this Advisor
Vicki Kelsey is a financial advisor working in New Castle, Indiana, with 15 years of industry experience. Kelsey is an employee of Shoreline Wealth Advisors. During their career, the advisor has held roles at Shoreline Asset Management, LLC, Shore & Company, P.C and Kelsey Accounting & Tax. Kelsey maintains a Series 65 license, certifying them as an investment advisor representative, and can work in Indiana. Shoreline Wealth Advisors is an advisory company that has its headquarters in New Castle, IN. The firm has a total of 11 financial advisors. It has $213 million in assets under management among its 707 customer accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. The firm provides financial advisory services to one charitable organizations. Of its 707 accounts, 15% belong to high-net-worth clients who have more than $1 million in assets available to invest. The company has a broad range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fees typically are based on the type of services provided. However, fee types charged by Shoreline Wealth Advisors typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Shoreline Wealth Advisors Brokerage Details
$212,466,565
11
707
$300,518
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
Vicki has been registered as a financial advisor for 15 years.*
Shore & Company, P.C
Shoreline Asset Management, LLC
Kelsey Accounting & Tax
*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 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
New Castle, IN
Carmel, IN
New Castle, IN
New Castle, IN
New Castle, IN
New Castle, IN
New Castle, IN
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