Kelsee Rose Guest

Employer firm

Sentinel Advisory Group, LLC CRD 338121

$321M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2019 → 05/2021
  Trane Technologies
  La Crosse, WI
• 09/2018 → 05/2019
  Nicoles School Of Dance
  La Crescent, MN
• 11/2017 → 04/2019
  Kwik Trip
  La Crosse, WI
• 11/2016 → 08/2017
  Shannon Law Office
  Evansville, WI
• 02/2016 → 11/2016
  Evansville Chamber Of Commerce
  Evansville, WI
• 08/2017 → 12/2020
  Student
  La Crosse, WI
• 05/2011 → 05/2017
  Student
  Evansville, WI
• 06/2018 → 03/2019
  American Family Insurance
  Evansville, WI
• 12/2018 → 05/2019
  Itworks
  Palmetto, FL
• 06/2021 → Present
  Brenton Cashore
  Middleton, WI
• 06/2021 → 07/2024
  Northwestern Mutual Investment Services Llc
  Middleton, WI
• 02/2022 → 07/2024
  Nathan Keeling
  Middleton, WI
• 02/2022 → 07/2024
  Peter Shula
  Middleton, WI
• 07/2024 → Present
  Sentinel Advisory Group
  Middleton, WI
• 07/2024 → 12/2025
  Commonwealth Financial Network
  Waltham, MA

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-01-29
• S63 Uniform Securities Agent State Law Examination
  2021-10-04

Other Names

• Kelsee Rose Cashore
• Kelsee Guest