Vicki Jean Kelsey
Investment adviser representative at Parkwoods Wealth Partners, LLC
39 yearsExperience
1 stateRegistered in
$1.8BFirm assets
2 yearsFirm in business
Are you Vicki Jean Kelsey? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
39 years in the industry.
- Parkwoods Wealth Partners, LLCAug 2025 to now
- Shore & Company PcJan 1997 to now
- Kelsey Accounting & TaxJan 1987 to now
- Shoreline Asset Management, LLCJan 2008 to Aug 2025
Exams passed
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 1 state (IN).
Parkwoods Wealth Partners, LLC
$1.8BAssets managed
1,395Clients
31Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5476589
- Firm CRD
- 331565