Kelsey Financial, LLC

CRD 314950 · Moorpark, CA · $176.2M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 314950
SEC number: 801-129004
Firm type: RIA
Assets under management: $176.2M as of Mar 23, 2026
Website: www.kelseyfinancial.net ↗
Phone: 833-453-5739
Address: 485 E. High Street, Moorpark, CA, 93021

Advisors at this firm

7 in our index · page 1 of 1

Stephen Michael EgnatchikCRD 7852978 · Westlake Village, CA

IA Registered
Ilan Meir FershtCRD 1174011 · Oak Park, CA

IA RegisteredRegistration inactive
Jonathan Michael FershtCRD 5799239 · Westlake Village, CA

IA RegisteredRegistration inactive
Annette GalloCRD 6312251 · Moorpark, CA

IA Registered
Kiel Spencer HolmesCRD 6245170 · Lake Balboa, CA

IA RegisteredRegistration inactive
Steven Everett HoppelCRD 4845148 · Moorpark, CA

IA RegisteredRegistration inactive

Disclosure event(s) on record
Chandler Grant TsoCRD 7490166 · Albany, OR

IA Registered

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.