Kellie Irene Ettlin

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 05/2016 → 01/2017
  Unemployed
  San Luis Obispo, CA
• 01/2017 → 07/2018
  Price Water House Coopers, Llp
  San Francisco, CA
• 08/2018 → Present
  Raymond James Financial Services, Inc
  Grass Valley, CA
• 07/2020 → Present
  Owens Estate & Wealth Strategies Group
  Grass Valley, CA
• 06/2020 → Present
  Sierra Foothill Asset Management, Inc.
  Grass Valley, CA

Other Businesses

(1) Name of Business: Address: 426 Sutton Way Ste 110, Grass Valley, CA, 95945-5300, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 01/01/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Partner of Sierra Foothill Asset Management, Inc. DBA Owens Estate & Wealth Strategies Group. (2) Name of Business: Sierra Foothill Asset Management, Inc. DBA Owens Estate & Wealth Strategies Group Address: 426 Sutton Way. Suite110, Grass Valley, CA, 95945, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 07/01/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: I am both a Partner and Chief Financial Officer of Sierra Foothill Asset Management, Inc. DBA Owens Estate & Wealth Strategies Group. (3) Sierra Foothill Asset Management, Inc, .426 Sutton Way. Suite110, Grass Valley, CA, 95945, United States Activity Type: Support Company - Owner Position/Title: Associate/Employee Investment Related: No Start Date: 06/01/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties Owens Estate & Wealth Strategies Group

Exams

• S66 Uniform Combined State Law Examination
  2019-03-28

Other Names

• Kellie Irene Lewelling