Kelsey D Swing

Current Employers

Employment History

• 09/2002 → Present
  Gilbert, Metzger & Madigan, Llp.
  Charleston, IL
• 07/2019 → Present
  Avantax Planning Partners, Inc.
  Dubuque, IA
• 07/2018 → Present
  Eastern Illinois Financial Services, Llc.
  Charleston, IL

Other Businesses

(1) I am a Partner and Accountant with Gilbert, Metzger & Madigan, LLP., a local CPA firm. I am located at 6029 Park Drive Ste A, Charleston, IL 61920. I have been with the CPA firm since 09/2002. I work approximately 185 hours a month. I provide services that are typical of public accounting, including tax services, audit services, and consulting to a variety of different clients and client types. Most of my work is during securities trading hours. My employment is not securities-related or investment-related. (2) I am an Advisor and Member with Eastern Illinois Financial Services, LLC., a financial services firm located at 6029 Park Drive Ste. A, Charleston, IL 61920. I have been with this firm since 07/2018. I work approximately 10 hours a month. I provide wealth management services to a variety of different clients and client types based on their individual financial needs and risk tolerances. Most of my work is during securities trading hours. My employment is investment-related. (3) I am a Member/Owner of Eastern Illinois Professional Building, LLC., a commercial rental real estate partnership. I am located at 6029 Park Drive, Suite A, Charleston, IL 61920. I have been an owner since 01/2012. I work approximately 0 hours a month. The partnership manages office real estate. Most of my work is during securities trading hours. My employment is not securities-related or investment-related. (4) I am a Board Member and Treasurer for Eastern Dominican Christian Mission, a not-for-profit organization located at PO Box 20136, Roanoke, VA 24018. I have participated in this activity since 09/2020. I handle the finances for the organization, which might include overseeing finances, paying bills and attending periodic board meetings. I devote approximately 3-5 hours per month to this activity, mostly during non-securities trading hours. (5) I am a Board Member and Treasurer for Sexual Assault Counseling & Information Service, a not-for-profit organization located at 825 18th Street, Charleston, IL 61920. I have participated in this activity since 08/2020. I handle the finances for the organization, which might include overseeing finances, paying bills and attending periodic board meetings. I devote approximately 3-5 hours per month to this activity, mostly during non-securities trading hours. 5) EAST POINTE CENTER LLC POSITION: LLC member NATURE: Commercial rental property INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2015 ADDRESS: PO Box 1107, Effingham IL 62401, United States DESCRIPTION: None

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-06-29

Other Names

• Kelsey D Lading