Annette Gallo

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

• 01/2003 → Present
  Self-Employed
  Thousand Oaks, CA
• 03/2014 → 08/2017
  Financial West Group
  Westlake Village, CA
• 08/2017 → 12/2017
  Western International Securities
  Westlake Village, CA
• 03/2014 → Present
  Kelsey Financial, Llc
  Moorpark, CA

Previous Registrations

• 2016-01-28 → 2021-08-01
  Kelsey Financial, Llc
  Westlake Village, CA

Other Businesses

1. Self-Employed - Hair Stylist - 80% of time - non-investment related.