Kelsey M. Ellsworth
Investment adviser representative at Johnson Wealth Inc.
10 yearsExperience
2 statesRegistered in
CFADesignation
$10.3BFirm assets
Are you Kelsey M. Ellsworth? 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 assetsFixed 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.
- Johnson Wealth Inc.Feb 2019 to now
- Johnson BankFeb 2019 to now
- Fifth Third BankApr 2016 to Feb 2019
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 2 states (TX, WI).
Johnson Wealth Inc.
$10.3BAssets managed
2,412Clients
72Advisers
23 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
- 7127323
- Firm CRD
- 125557