Chelsey Lynn Koster

Employer firm

Sb Advisory, LLC CRD 154680

$1.10B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 07/2019 → 02/2020
  Principal Life Insurance Company
  Grand Rapids, MI
• 07/2019 → 02/2020
  Principal Securities Incorporated
  Grand Rapids, MI
• 03/2011 → 07/2019
  Advantage Benefits Group
  Grand Rapids, IA
• 03/2011 → 07/2020
  Advantage Benefits Group
  Grand Rapids, MI
• 07/2020 → 07/2023
  Principal Securities Inc
  Grand Rapids, MI
• 11/2020 → 07/2025
  Advantage Benefits Group Inc
  Grand Rapids, MI
• 08/2023 → 07/2025
  Next Financial Group
  Grand Rapids, MI
• 07/2025 → Present
  San Blas Securities And Sb Advisory
  Chicago, IL

Previous Registrations

• 2023-08-11 → 2025-07-16
  Next Financial Group, Inc.
  Houston, TX
  Grand Rapids, MI
• 2020-10-30 → 2023-07-20
  Principal Securities, Inc.
  Grand Rapids, MI

Other Businesses

1)***Fixed Insurance; Investment Related; Grand Rapids, MI; Broker; Fixed Annuities, LTC, Life, Group Benefits, Health, DI, Medical; Start Date: 11/01/2020; 160 hrs per month; 160 during trading hours. 2) YOUNG LEADERS SOCIETY- UNITED WAY POSITION: Board Member NATURE: Board Member/Officer/Director of an Organization INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 06/19/2021 ADDRESS: 118 Commerce Ave SW, rand Rapids MI 49503, United States DESCRIPTION: Board member- help with needs in the community. Volunteering for events such as preparing food for local foodbanks/local races. Raising funds for needed improvement in the community. 3) Advantage Benefits Group, 1 Ionia Ave SW, Grand Rapids, MI, 49503, and 12935 S West Bay Shore Drive, Traverse City, MI, 49684, Employee, Sales & Support in the health benefits & retirement area, since 8/2023, 160 hours per month, 140 during market.

Exams

• S66 Uniform Combined State Law Examination
  2020-10-21

Other Names

• Chelsey Lynn Strumberger
• Chelsey Lynn Koster