Kyle Sellnow
Investment adviser representative at Esi Financial Advisors
14 yearsExperience
1 stateRegistered in
$2.8BFirm assets
34 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 feeCommissions
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
14 years in the industry.
- Equity Services, Inc.Feb 2025 to now
- National Life Insurance GroupJan 2025 to now
- Catholic United FinancialOct 2023 to now
- Church of St. JosephJun 2022 to now
- Coronation of Our Lady Catholic ChurchAug 2021 to May 2022
- Platinum RealtyJun 2020 to Jun 2022
- St. Michael the Archangel Catholic SchoolAug 2017 to Aug 2022
- O'hara High SchoolAug 2012 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (MN).
Esi Financial Advisors
Legal name: Equity Services, Inc.
$2.8BAssets managed
12,379Clients
504Advisers
34 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
- 8024580
- Firm CRD
- 265