Kelsie Ann Wilson
Investment adviser representative at Harbour Investments, Inc.
14 yearsExperience
1 stateRegistered in
$9.6BFirm assets
39 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlySubscriptionFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Westside Financial Services, LLCApr 2025 to now
- Harbour Investments, Inc.Oct 2019 to now
- Rita Wilczek, IncSep 2018 to Apr 2025
- Sylvan Learning CenterJan 2018 to May 2018
- Robbinsdale Area SchoolJun 2017 to Aug 2018
- Univ of Wi Eau ClaireSep 2014 to May 2018
- City of Golden ValleyJun 2012 to Mar 2020
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (MN).
Harbour Investments, Inc.
$9.6BAssets managed
30,309Clients
242Advisers
39 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
- 7009214
- Firm CRD
- 19258