Kelsey
Anderson
Russell Investments
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About this Advisor
Kelsey Anderson is a financial advisor based in Milwaukee, Wisconsin, working with Russell Investments. Kelsey has previously held positions at Transamerica Capital, Inc, First Commonwealth Bank, Infinex Investments, Inc, Federated Investors, Inc, Federated Securities Corp, Mdt Advisers, A Division Of Federated Mdta LLC, Federated Global Investment Management Corp, Federated Investment Counseling, and Russell Investments. Kelsey has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Washington and Wisconsin. Currently, Kelsey is part of Russell Investments, which operates out of Milwaukee, Wisconsin. The firm has 2 offices and 653 employees. The firm manages assets totaling $52.5 billion and serves a variety of clients, including charitable organizations. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Russell Investments includes asset-based, fixed, performance-based, and other fees.
Certifications and Registrations
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Russell Investments Brokerage Details
$52,480,583,056
653
70,944
$739,747
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Kelsey Anderson Work History
Russell Investments
Mdt Advisers, A Division Of Federated Mdta LLC
Federated Global Investment Management Corp
Federated Investment Counseling
First Commonwealth Bank
Infinex Investments, Inc
Federated Investors, Inc
Federated Securities Corp
Transamerica Capital, Inc
Disclosures
Please visit the SEC profile of Kelsey Anderson 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 Russell Investments
Milwaukee, WI
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Grapevine, TX
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Seattle, WA
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Milwaukee, WI
Milwaukee, WI
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