Kaylee Stefanie Bjarnason
Investment adviser representative at An Exceptional Life Financial, LLC
11 yearsExperience
3 statesRegistered in
$258.9MFirm assets
4 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 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
- Seminars and workshops
Experience
11 years in the industry.
- An Exceptional Life Financial, LLCAug 2023 to now
- One Pacific Financial StrategiesMay 2022 to Jul 2023
- University of RedlandsAug 2020 to Aug 2022
- Chaffey CollegeJan 2018 to Aug 2020
- Microtel Inn & SuitesJun 2017 to Dec 2017
- Weyburn Comprehensive SchoolSep 2015 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 3 states (CA, IN, TX).
An Exceptional Life Financial, LLC
$258.9MAssets managed
378Clients
5Advisers
4 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
- 7785536
- Firm CRD
- 288742