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Kelsey Elizabeth Lichttenegger

Badgley Phelps Wealth Managers

Seattle, WA

CRD 5521830

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Employer firm

Badgley Phelps Wealth Managers CRD 315440

$7.28B regulatory AUM 25 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers
  • CREDIT AND CASH MANAGEMENT SOLUTIONS. INSURANCE SOLUTIONS

From the firm’s Form ADV. Read the guides:

Current Employers
Badgley Phelps Wealth Managers

1420 Fifth Avenue Suite 3200, Seattle, WA 98101 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2022-08-07
  • WA RA
    APPROVED
    Since 2022-08-07

Branch Locations

1420 Fifth Avenue Suite 3200, Seattle, WA 98101 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Coldstream Wealth Management Bellevue WA 10/2015 07/2022
Badgley Phelps Wealth Managers Seattle WA 07/2022 Present
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2017-02-21
S65 Uniform Investment Adviser Law Examination 2016-08-08
  • S63 Uniform Securities Agent State Law Examination
    2017-02-21
  • S65 Uniform Investment Adviser Law Examination
    2016-08-08
Other Names
  • Kelsey Elizabeth Reed
  • Kelsey Elizabeth Schilling

View on SEC IAPD

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Nearby Offices

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