Oliver Kelsey

Current Employers

Employment History

• 03/2021 → Present
  Signature Wealth Management
  Duluth, MN
• 01/2014 → 04/2021
  Wipfli Llp
  Duluth, MN
• 04/2021 → 09/2023
  Sagepoint Financial, Inc.
  Duluth, MN
• 09/2023 → Present
  Osaic Wealth, Inc.
  Duluth, MN
• 09/2023 → 01/2024
  College Of St. Scholastica
  Duluth, MN

Previous Registrations

• 2021-05-17 → 2023-09-01
  Osaic Services, Inc.
  Duluth, MN

Other Businesses

1) OLIVER KELSEY, CPA POSITION: CPA NATURE: Sole proprietorship. INVESTMENT RELATED: No NUMBER OF HOURS: 35 SECURITIES TRADING HOURS: 25 START DATE: 09/01/2021 ADDRESS: 4815 W Arrowhead Rd, Suite 230, Duluth MN 55811, United States DESCRIPTION: Provide tax planning and tax advice to wealth clients of Signature Wealth Management. Provide tax consulting outside the scope of my employment with Endersbe, Herron & Associates to clients, some of which will be securities clients of Signature Wealth Management, some won't be. 2) OLIVER KELSEY FIXED INSURANCE POSITION: Insurance producer NATURE: Sole proprietorship. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 08/01/2023 ADDRESS: 4815 W Arrowhead Rd, Suite 230, Duluth MN 55811, United States DESCRIPTION: Fixed insurance sales. 3) OLIVER KELSEY CPA LLC POSITION: CPA NATURE: Single member LLC INVESTMENT RELATED: No NUMBER OF HOURS: 35 SECURITIES TRADING HOURS: 25 START DATE: 05/01/2024 ADDRESS: 4815 W Arrowhead Rd, Suite 230, Duluth MN 55811, United States DESCRIPTION: Provide tax planning and tax advice to wealth clients of Signature Wealth Management. Provide tax consulting outside the scope of my employment with Endersbe, Herron & Associates to clients, some of which will be securities clients of Signature Wealth Management, some won't be. 4) OLIVER KELSEY INSURANCE LLC POSITION: Insurance producer NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 08/01/2023 ADDRESS: 4815 W Arrowhead Rd, Suite 230, Duluth MN 55811, United States DESCRIPTION: Fixed insurance sales. 5) OLIVER KELSEY WEALTH MANAGEMENT LLC POSITION: Sole member NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 09/27/2025 ADDRESS: 4815 W Arrowhead Rd, Suite 230, Duluth MN 55811, United States DESCRIPTION: Financial planning for clients, providing financial advice, preparing for and documenting meetings, delegating or submitting trades. 6) ARISE CHURCH POSITION: Deacon of finance NATURE: 501c3 charity, a church. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 01/11/2026 ADDRESS: 1604 Selmser Ave, Cloquet MN 55720, United States DESCRIPTION: Oversee financial decisions. Review bank records, oversee budget planning. I don't have access to any bank accounts, authority over those accounts, have no check signing authority. 7) DULUTH SUPERIOR SYMPHONY ORCHESTRA POSITION: Treasurer, board member NATURE: Non-profit, production of music. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 02/26/2026 ADDRESS: 506 W Michigan St, Duluth MN 55802, United States DESCRIPTION: Provide fiduciary oversight to ensure sound financials and internal controls, present financial statements to the board, provide financial insight for decision making. 8) BAYVIEW VACATIONS LLC POSITION: Member NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 06/16/2026 ADDRESS: 43 Stillmeadow Rd, Esko MN 55733, United States DESCRIPTION: The business is a short-term vacation rental. My duties involve providing capital to start the business, help with maintenance and repairs, and supplement the other responsible individual (my wife) in management responsibilities. 9) OLIVER KELSEY WEALTH MANAGEMENT LLC POSITION: Sole member NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 09/27/2025 ADDRESS: 4815 W Arrowhead Rd, Suite 230, Duluth MN 55811, United States DESCRIPTION: Financial planning for clients, providing financial advice, preparing for and documenting meetings, delegating or submitting trades.

Exams

• S66 Uniform Combined State Law Examination
  2021-05-15

Designations