Kiel Spencer Holmes

Employer firm

Kelsey Financial, LLC CRD 314950

$176M regulatory AUM

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

• 08/2014 → 08/2017
  Financial West Group
  Westlake Village, CA
• 08/2017 → 12/2017
  Western International Securities, Inc.
  Pasadena, CA
• 09/2017 → 12/2017
  Jl Hahn Construction
  Canyon Country, CA
• 01/1992 → Present
  Self-Employed
  Los Angeles, CA
• 01/2018 → Present
  Kelsey Financial, Llc
  Moorpark, CA

Previous Registrations

• 2018-01-02 → 2021-08-01
  Kelsey Financial, Llc
  Long Beach, CA
  Los Angeles, CA
  Moorpark, CA
  Toluca Lake, CA
  Long Beach, CA
• 2017-08-21 → 2017-12-31
  Western International Securities, Inc.
  Woodland Hills, CA
• 2014-04-03 → 2017-08-21
  Financial West Group
  Los Angeles, CA

Other Businesses

1. Voice Actor - Non-investment related. 10355 Riverside Dr, Apt 305, Toluca Lake, CA 91602 . Voice-over for commercial and animation. Self-employed actor, 01/1992 - Present. 30 hours per month.

Exams

• S66 Uniform Combined State Law Examination
  2014-04-03

Other Names

• Kiel Holmes
• Kiel S Holmes