Kelsey Ann Curtis
Investment adviser representative at Robinswood Financial
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$453.2MFirm assets
Are you Kelsey Ann Curtis? 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
10 years in the industry.
- Ep Wealth Advisors, LLCOct 2026 to now
- Robinswood FinancialJan 2026 to now
- Osaic Wealth, Inc.Sep 2023 to Oct 2026
- Fresh Look Financial StrategiesAug 2023 to Oct 2026
- Decker Retirement Planning Inc.Dec 2022 to Jul 2023
- Merit Financial Group, LLCSep 2022 to Dec 2022
- LPL Financial, LLCSep 2021 to Dec 2022
- Triad Investment ManagementSep 2021 to Sep 2022
- Key Investment ServiecsFeb 2021 to Aug 2021
- Key BankJan 2021 to Aug 2021
- Thrivent Investment Management IncJun 2020 to Jan 2021
- Bellevue Christian SchoolSep 2019 to Jun 2020
- Thrivent FinancialAug 2016 to Sep 2019
- Thrivent Investment Management IncAug 2016 to Sep 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (WA).
Robinswood Financial
Legal name: Robinswood Financial LLC
$453.2MAssets managed
488Clients
7Advisers
19 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
- 6689626
- Firm CRD
- 143417