Chelsea Louise Kessler

Employer firm

Eagle Strategies LLC CRD 110826

$32.0B regulatory AUM 6,662 advisory clients

Reported services (Item 5G)

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

• 05/2018 → 06/2019
  Boy Scouts Of America
  Louisville, CO
• 08/2016 → 05/2018
  University Of Northern Colorado
  Greeley, CO
• 08/2016 → 05/2018
  Sportssense
  Greeley, CO
• 10/2016 → 05/2018
  Vasa Fitness
  Greeley, CO
• 08/2016 → 05/2018
  University Of Northern Colorado
  Greeley, CO
• 04/2019 → Present
  New York Life Insurance Co.
  Denver, CO
• 08/2019 → Present
  Nylife Securities Llc
  Denver, CO
• 05/2024 → Present
  Eagle Strategies Llc
  Denver, CO

Other Businesses

[APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 3200 Cherry Creek South Dr., Suite 700 Denver, CO 80209; Start Date 10/2022; Role/Title: Insurance Broker; Investment Related; 15 hours per month; 15 hours per month during securities trading hours] [S.H.E Suite; helping organize women's networking events; 1735 Central Street Unit 312 Denver, CO 80211; Start Date 03/2022; Role/Title: Member; Not Investment Related; 6 hours per month; 0 hours per month during securities trading hours]

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-04-30
• S63 Uniform Securities Agent State Law Examination
  2021-05-10

Other Names

• Chelsea Louise Delamielleure