Kelsey Emerson Walker
Investment adviser representative at Aldrich Wealth LP
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$7.6BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Aldrich Wealth LPMay 2021 to now
- UnemployedJun 2020 to Apr 2021
- Summit Trail Securities, LLCMar 2017 to May 2020
- Summit Trail Advisors, LLCJan 2016 to May 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
State registrations
Registered as an investment adviser representative in 1 state (OR).
Aldrich Wealth LP
Legal name: Aldrich Wealth, Limited Partnership
$7.6BAssets managed
782Clients
28Advisers
18 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
- 5804040
- Firm CRD
- 147200