Kelsey Wilson, CFP^®

BlackLines Financial

515 S Flower St 18th Floor
Los Angeles, CA 90071

12137896950 CONNECT WITH Kelsey

Compensation

COMPENSATION METHODS

Commission and Fee

COMPENSATION CONSIDERATIONS

Fee-Based Advisor. Kelsey believes that how you pay is an apart of the financial plan and should be tailored based upon your needs.

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

No Minimum

My Links

Company Website

General

Kelsey Wilson is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at BlackLines Financial in Los Angeles, CA and the surrounding communities.

Financial Advisor Overview

Kelsey Wilson focusses on deep relationship with his clients and knows that the more planning you do the better things get and works with a select group of clients to ensure high quality and accessibility.

Financial Advisor Experience

Kelsey Wilson is a seasoned financial professional with a strong background in finance. He attended the University of Arizona business school, majoring in finance, and has since forged a remarkable career in the field. Kelsey's dedication and expertise led him to work at a Fortune 100 company, where he consistently excelled as a top advisor. He is also a Certified Financial Planner (CFP) and maintains an insatiable appetite for expanding his knowledge in all things finance. Kelsey works closely with clients, hand in hand, to help them articulate their financial visions and meticulously executes the necessary tasks to transform those visions into reality. He now works with clients under his own firm to give clients everything they need without the red tape and politics of a large firm.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 63, 65, 66

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)

Insurance Licenses

Life insurance
Health/disability insurance
Fixed annuities
Variable annuities

Broker-Dealer Affiliation

None/NA

FINRA BrokerCheck

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Banking, Asset Allocation, Career Change, Business Taxes, Estate Planning, Investment Management, Employee Benefits, Irregular Income, Mutual Funds, Getting Married, Job Loss, Real Estate, Insurance, Retirement, Stocks & Bonds, Life Planning, Startup, Starting a Family, Tangible Assets, Long-term Care, Sudden Wealth, Men's Finances, Nontraditional Households, Personal Taxes, Women's Finances