Charles Kelsey

from Mutual Advisors, LLC
SEC regulated
Regulated Investment Advisor
Charles Kelsey is a financial advisor based in Nebraska, Omaha, with 19 years of experience. Charles currently works for Mutual Advisors, LLC. Charles maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S66 (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Charles Kelsey works at Mutual Advisors, LLC
Mutual Advisors, LLC is a financial advisory firm based in Omaha, Nebraska. It currently has approximately $4,752,659,194 of assets under management and employs about 262 people. Mutual Advisors, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Combined State Law Examination (S66)
Years registered
8 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
9140 W Dodge Road, Suite 230, Omaha, Nebraska, 68114

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