Kelsey Mckenna White
Investment adviser representative at Financial Life Planners
11 yearsExperience
1 stateRegistered in
$208.4MFirm assets
3 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Financial Life Planners LLCJan 2024 to now
- Vca ArecaMar 2022 to Jan 2024
- 1st Pet Veterinary CenterMay 2019 to Feb 2022
- Mesa Community CollegeJul 2017 to May 2019
- New Frontier Animal Medical CenterJul 2015 to Jul 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Financial Life Planners
Legal name: Financial Life Planners LLC
$208.4MAssets managed
298Clients
4Advisers
3 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
- 8196462
- Firm CRD
- 129415