Vicki Kelsey, financial advisor New Castle IN

Vicki Kelsey

CRD Number: 5476589
Current Firm: Shoreline Wealth Advisors

Vicki Kelsey (CRD# 5476589) is an Investment Advisor Representative working at Shoreline Wealth Advisors in New Castle, IN and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Shore & Company, P.c. New Castle, IN Jan 2017 - Current 7
Shoreline Asset Management, LLC New Castle, IN Jan 2008 - Current 16
Kelsey Accounting & Tax Fishers, IN Jan 1987 - Current 37
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2008
Contact Info for Vicki J. Kelsey
Phone Number: 765-593-2487
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    220
    MILLIONS
  • Total Number of Accounts
    680
    ACCOUNTS
  • Average Account Value
    $324,062
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

FL, IN, NH, TX

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